Mitsubishi UFJ Asset Management (UK)’s Morgan Stanley MS Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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 Q4	–	Sell	-20,500	Closed	-$1.67M	–	94
2023 Q3	$1.67M	Buy	20,500 +20,000	+4,000%	+$1.74M	1.18%	24
2023 Q2	$43K	Sell	500 -500	-50%	-$42.8K	0.03%	97
2023 Q1	$88K	Hold	1,000	–	–	0.06%	90
2022 Q4	$85K	Hold	1,000	–	–	0.06%	79
2022 Q3	$79K	Sell	1,000 -3,000	-75%	-$253K	0.06%	78
2022 Q2	$304K	Sell	4,000 -3,000	-43%	-$246K	0.18%	79
2022 Q1	$612K	Buy	+7,000	New	+$675K	0.28%	87

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK)'s MS Position: Q4 2023 in Review

Mitsubishi UFJ Asset Management (UK) sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 20,500 shares — an estimated $1.67M sold.

Mitsubishi UFJ Asset Management (UK) first reported a position in MS in Q1 2022 and held it in 7 quarters. The position peaked at $1.67M in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Mitsubishi UFJ Asset Management (UK) reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Mitsubishi UFJ Asset Management (UK) sold 20,500 Morgan Stanley shares in Q4 2023, an estimated $1.67M.
Mitsubishi UFJ Asset Management (UK) first reported a position in Morgan Stanley in Q1 2022 and held it in 7 quarters.
Mitsubishi UFJ Asset Management (UK)'s Morgan Stanley position peaked at $1.67M in Q3 2023.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q4 2023, filed 8 Feb 2024.