MS
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Mizuho Securities’s Morgan Stanley MS Stock Holding History

Mizuho Securities’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
-1,200
Closed -$112K – 76
2023
Q4 		$112K Buy
+1,200
New +$96K 0.4% 33
2022
Q4 		– Sell
-1,280
Closed -$101K – 156
2022
Q3 		$101K Buy
1,280
+640
+100% +$53.9K 0.03% 53
2022
Q2 		$63K Buy
640
+440
+220% +$36K 0.01% 63
2022
Q1 		$17K Sell
200
-4,200
-95% -$405K ﹤0.01% 99
2021
Q4 		$432K Buy
4,400
+2,740
+165% +$273K 0.16% 25
2021
Q3 		$162K Buy
1,660
+1,210
+269% +$120K 0.05% 55
2021
Q2 		$41K Buy
+450
New +$38.6K 0.01% 83
2020
Q1 		– Sell
-2,000
Closed -$102K – 100
2019
Q4 		$102K Sell
2,000
-4,490
-69% -$213K 0.05% 84
2019
Q3 		$277K Buy
6,490
+190
+3% +$8.12K 0.19% 46
2019
Q2 		$276K Buy
6,300
+4,400
+232% +$196K 0.36% 40
2019
Q1 		$80K Hold
1,900
– – 0.17% 77
2018
Q4 		$75K Buy
+1,900
New +$82.9K 0.01% 58

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

Mizuho Securities's MS Position: Q1 2024 in Review

Mizuho Securities sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 1,200 shares — an estimated $112K sold.

Mizuho Securities first reported a position in MS in Q4 2018 and held it in 12 quarters. The position peaked at $432K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Mizuho Securities reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Mizuho Securities sold 1,200 Morgan Stanley shares in Q1 2024, an estimated $112K.
  • Mizuho Securities first reported a position in Morgan Stanley in Q4 2018 and held it in 12 quarters.
  • Mizuho Securities's Morgan Stanley position peaked at $432K in Q4 2021.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Mizuho Securities's 13F filing for Q1 2024, filed 2 May 2024.