Morgan Stanley
PACW

Morgan Stanley’s PacWest Bancorp PACW Stock Holding History

Morgan Stanley’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,950,603
Closed -$15.4M – 7981
2023
Q3 		$15.4M Buy
1,950,603
+107,273
+6% +$895K ﹤0.01% 2723
2023
Q2 		$15M Sell
1,843,330
-1,036,648
-36% -$8.36M ﹤0.01% 2772
2023
Q1 		$28M Buy
2,879,978
+1,280,347
+80% +$28.5M ﹤0.01% 2078
2022
Q4 		$36.7M Buy
1,599,631
+79,345
+5% +$1.92M ﹤0.01% 1767
2022
Q3 		$34.4M Sell
1,520,286
-141,589
-9% -$3.81M ﹤0.01% 1631
2022
Q2 		$44.3M Buy
1,661,875
+1,216,355
+273% +$39.4M 0.01% 1465
2022
Q1 		$19.2M Buy
445,520
+129,086
+41% +$6.09M ﹤0.01% 2166
2021
Q4 		$14.3M Buy
316,434
+55,841
+21% +$2.6M ﹤0.01% 2523
2021
Q3 		$11.8M Sell
260,593
-58,665
-18% -$2.43M ﹤0.01% 2697
2021
Q2 		$13.1M Buy
319,258
+80,702
+34% +$3.45M ﹤0.01% 2649
2021
Q1 		$9.1M Sell
238,556
-177,623
-43% -$6.23M ﹤0.01% 2757
2020
Q4 		$10.6M Buy
416,179
+365
+0.1% +$8.14K ﹤0.01% 2459
2020
Q3 		$7.1M Buy
415,814
+223,503
+116% +$4.15M ﹤0.01% 2359
2020
Q2 		$3.79M Sell
192,311
-283,121
-60% -$5.25M ﹤0.01% 2954
2020
Q1 		$8.52M Sell
475,432
-242,830
-34% -$7.61M ﹤0.01% 1921
2019
Q4 		$27.5M Buy
718,262
+88,547
+14% +$3.33M 0.01% 1379
2019
Q3 		$22.9M Buy
629,715
+129,053
+26% +$4.66M 0.01% 1392
2019
Q2 		$19.4M Buy
500,662
+42,475
+9% +$1.64M 0.01% 1520
2019
Q1 		$17.2M Buy
458,187
+97,743
+27% +$3.79M ﹤0.01% 1553
2018
Q4 		$12M Sell
360,444
-923
-0.3% -$36.8K ﹤0.01% 1928
2018
Q3 		$17.2M Sell
361,367
-90,706
-20% -$4.57M ﹤0.01% 1826
2018
Q2 		$22.3M Sell
452,073
-210,325
-32% -$11M 0.01% 1533
2018
Q1 		$32.8M Buy
662,398
+151,581
+30% +$7.92M 0.01% 1230
2017
Q4 		$25.7M Buy
510,817
+23,011
+5% +$1.1M 0.01% 1451
2017
Q3 		$24.6M Sell
487,806
-391,178
-45% -$18.3M 0.01% 1418
2017
Q2 		$41M Buy
878,984
+349,701
+66% +$17.1M 0.01% 1022
2017
Q1 		$28.2M Buy
529,283
+179,423
+51% +$9.84M 0.01% 1288
2016
Q4 		$19M Buy
349,860
+94,077
+37% +$4.55M 0.01% 1581
2016
Q3 		$11M Buy
255,783
+24,995
+11% +$1.04M ﹤0.01% 1938
2016
Q2 		$9.18M Buy
230,788
+93,571
+68% +$3.67M ﹤0.01% 2050
2016
Q1 		$5.1M Sell
137,217
-50,423
-27% -$1.79M ﹤0.01% 2515
2015
Q4 		$8.09M Buy
187,640
+116,066
+162% +$5.22M ﹤0.01% 2191
2015
Q3 		$3.06M Sell
71,574
-107,547
-60% -$4.82M ﹤0.01% 3109
2015
Q2 		$8.38M Buy
179,121
+57,096
+47% +$2.64M ﹤0.01% 2285
2015
Q1 		$5.72M Buy
122,025
+56,863
+87% +$2.57M ﹤0.01% 2636
2014
Q4 		$2.96M Buy
65,162
+10,100
+18% +$443K ﹤0.01% 3212
2014
Q3 		$2.27M Sell
55,062
-215,227
-80% -$9.03M ﹤0.01% 3320
2014
Q2 		$11.7M Buy
270,289
+226,425
+516% +$9.44M ﹤0.01% 1888
2014
Q1 		$1.89M Buy
43,864
+3,188
+8% +$134K ﹤0.01% 3474
2013
Q4 		$1.72M Buy
40,676
+4,080
+11% +$160K ﹤0.01% 3491
2013
Q3 		$1.25M Buy
36,596
+23,880
+188% +$809K ﹤0.01% 3601
2013
Q2 		$390K Buy
+12,716
New +$358K ﹤0.01% 4436

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley's PACW Position: Q4 2023 in Review

Morgan Stanley sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 1,950,603 shares — an estimated $15.4M sold.

Morgan Stanley first reported a position in PACW in Q2 2013 and held it in 42 quarters. The position peaked at $44.3M in Q2 2022. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Morgan Stanley reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 1,950,603 PacWest Bancorp shares in Q4 2023, an estimated $15.4M.
  • Morgan Stanley first reported a position in PacWest Bancorp in Q2 2013 and held it in 42 quarters.
  • Morgan Stanley's PacWest Bancorp position peaked at $44.3M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.