Morgan Stanley
HVBC

Morgan Stanley’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History

Morgan Stanley’s Portfolio HVBC Stock Details HVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$2K – 8026
2022
Q2 		$2K Hold
100
– – ﹤0.01% 7629
2022
Q1 		$2K Sell
100
-20
-17% -$424 ﹤0.01% 7793
2021
Q4 		$2K Buy
+120
New +$2.63K ﹤0.01% 7822
2019
Q4 		– Sell
-1
Closed – – 6832
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6822
2019
Q2 		$0 Hold
1
– – ﹤0.01% 6806
2019
Q1 		$0 Hold
1
– – ﹤0.01% 6765
2018
Q4 		$0 Hold
1
– – ﹤0.01% 6793
2018
Q3 		$0 Hold
1
– – ﹤0.01% 6856
2018
Q2 		$0 Hold
1
– – ﹤0.01% 6788
2018
Q1 		$0 Hold
1
– – ﹤0.01% 6743
2017
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 6698
2017
Q2 		– Sell
-400
Closed -$6K – 6683
2017
Q1 		$6K Buy
+400
New +$5.62K ﹤0.01% 6331

Other funds holding HVBC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's HVBC Position: Q3 2022 in Review

Morgan Stanley sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Morgan Stanley first reported a position in HVBC in Q1 2017 and held it in 12 quarters. The position peaked at $6K in Q1 2017. 10 funds tracked by Wall St. Rank hold HVBC as of Q3 2022.

  • Morgan Stanley reported no remaining HV Bancorp, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 100 HV Bancorp, Inc. Common Stock shares in Q3 2022, an estimated $2K.
  • Morgan Stanley first reported a position in HV Bancorp, Inc. Common Stock in Q1 2017 and held it in 12 quarters.
  • Morgan Stanley's HV Bancorp, Inc. Common Stock position peaked at $6K in Q1 2017.
  • 10 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.