Meristem Family Wealth’s Morgan Stanley MS Stock Holding History

Meristem Family Wealth’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
2022 Q1	$352K	Sell	4,030 -1,885	-32%	-$182K	0.04%	241
2021 Q4	$581K	Buy	5,915 +9	+0.2%	+$897	0.05%	203
2021 Q3	$575K	Buy	5,906 +1,628	+38%	+$161K	0.06%	202
2021 Q2	$392K	Buy	4,278 +735	+21%	+$63K	0.06%	203
2021 Q1	$275K	Hold	3,543	–	–	0.06%	188
2020 Q4	$243K	Buy	+3,543	New	+$203K	0.05%	194

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's MS Position: Q1 2022 in Review

Meristem Family Wealth reduced its Morgan Stanley (MS) stake by 32% in Q1 2022, selling an estimated $182K and leaving 4,030 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #241.

Meristem Family Wealth first reported a position in MS in Q4 2020 and has held it in 6 quarters since. The position peaked at $581K in Q4 2021. 1,670 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Meristem Family Wealth held 4,030 shares of Morgan Stanley worth $352K as of Q1 2022.
Meristem Family Wealth sold 1,885 Morgan Stanley shares in Q1 2022, an estimated $182K.
Morgan Stanley made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #241 holding.
Meristem Family Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 6 quarters since.
Meristem Family Wealth's Morgan Stanley position peaked at $581K in Q4 2021.
1,670 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.