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Moody Aldrich Partners’s Morgan Stanley MS Stock Holding History

Moody Aldrich Partners’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
2021
Q2 		– Sell
-11,533
Closed -$896K – 185
2021
Q1 		$896K Hold
11,533
– – 0.13% 127
2020
Q4 		$790K Buy
+11,533
New +$662K 0.13% 125
2020
Q3 		– Sell
-8,890
Closed -$429K – 176
2020
Q2 		$429K Buy
+8,890
New +$373K 0.09% 127

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Moody Aldrich Partners's MS Position: Q2 2021 in Review

Moody Aldrich Partners sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 11,533 shares — an estimated $896K sold.

Moody Aldrich Partners first reported a position in MS in Q2 2020 and held it in 3 quarters. The position peaked at $896K in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Moody Aldrich Partners reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 11,533 Morgan Stanley shares in Q2 2021, an estimated $896K.
  • Moody Aldrich Partners first reported a position in Morgan Stanley in Q2 2020 and held it in 3 quarters.
  • Moody Aldrich Partners's Morgan Stanley position peaked at $896K in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Moody Aldrich Partners's 13F filing for Q2 2021, filed 4 Aug 2021.