MFG
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Mendota Financial Group’s Morgan Stanley MS Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-2
Closed -$209 – 865
2024
Q3 		$209 Buy
+2
New +$201 ﹤0.01% 615

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Capital International Investors
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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Capital Research Global Investors
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Mendota Financial Group's MS Position: Q4 2024 in Review

Mendota Financial Group sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 2 shares — an estimated $209 sold.

Mendota Financial Group first reported a position in MS in Q3 2024 and held it in 1 quarter. The position peaked at $209 in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Mendota Financial Group reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Morgan Stanley shares in Q4 2024, an estimated $209.
  • Mendota Financial Group first reported a position in Morgan Stanley in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Morgan Stanley position peaked at $209 in Q3 2024.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.