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Meitav Investment House’s Morgan Stanley MS Stock Holding History

Meitav Investment House’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-131,073
Closed -$12.2M – 312
2023
Q4 		$12.2M Sell
131,073
-154,471
-54% -$12.4M 0.18% 95
2023
Q3 		$23.6M Buy
285,544
+50,144
+21% +$4.35M 0.38% 73
2023
Q2 		$20.1M Sell
235,400
-75,000
-24% -$6.41M 0.32% 78
2023
Q1 		$26.7M Buy
+310,400
New +$29M 0.46% 67
2022
Q2 		– Sell
-3,289
Closed -$292K – 371
2022
Q1 		$292K Sell
3,289
-430
-12% -$41.5K ﹤0.01% 345
2021
Q4 		$367K Sell
3,719
-1,791
-33% -$178K 0.01% 330
2021
Q3 		$546K Buy
5,510
+1,890
+52% +$187K 0.01% 306
2021
Q2 		$329K Buy
3,620
+270
+8% +$23.2K 0.01% 349
2021
Q1 		$264 Sell
3,350
-3,090
-48% -$237K 0.01% 333
2020
Q4 		$438K Sell
6,440
-910
-12% -$52.2K 0.02% 291
2020
Q3 		$347K Buy
+7,350
New +$370K 0.02% 305
2020
Q2 		– Sell
-12,800
Closed -$446K – 424
2020
Q1 		$446K Buy
12,800
+5,190
+68% +$244K 0.03% 239
2019
Q4 		$388K Buy
+7,610
New +$360K 0.03% 269

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Meitav Investment House's MS Position: Q1 2024 in Review

Meitav Investment House sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 131,073 shares — an estimated $12.2M sold.

Meitav Investment House first reported a position in MS in Q4 2019 and held it in 13 quarters. The position peaked at $26.7M in Q1 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Meitav Investment House reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 131,073 Morgan Stanley shares in Q1 2024, an estimated $12.2M.
  • Meitav Investment House first reported a position in Morgan Stanley in Q4 2019 and held it in 13 quarters.
  • Meitav Investment House's Morgan Stanley position peaked at $26.7M in Q1 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.