Mirova’s Morgan Stanley MS Stock Holding History

Mirova’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
2023 Q1	–	Sell	-4,735	Closed	-$403K	–	203
2022 Q4	$403K	Sell	4,735 -185	-4%	-$15.8K	0.06%	122
2022 Q3	$388K	Sell	4,920 -3,267	-40%	-$275K	0.07%	130
2022 Q2	$622K	Buy	+8,187	New	+$671K	0.09%	118

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirova's MS Position: Q1 2023 in Review

Mirova sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 4,735 shares — an estimated $403K sold.

Mirova first reported a position in MS in Q2 2022 and held it in 3 quarters. The position peaked at $622K in Q2 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

Mirova reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
Mirova sold 4,735 Morgan Stanley shares in Q1 2023, an estimated $403K.
Mirova first reported a position in Morgan Stanley in Q2 2022 and held it in 3 quarters.
Mirova's Morgan Stanley position peaked at $622K in Q2 2022.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Mirova's 13F filing for Q1 2023, filed 12 May 2023.