NNP
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Nachman Norwood & Parrott’s Morgan Stanley MS Stock Holding History

Nachman Norwood & Parrott’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 		$842K Buy
9,180
+39
+0.4% +$3.34K 0.09% 143
2021
Q1 		$710K Buy
9,141
+760
+9% +$58.2K 0.08% 151
2020
Q4 		$574K Sell
8,381
-4
-0% -$230 0.07% 157
2020
Q3 		$405K Buy
8,385
+1,450
+21% +$73K 0.05% 177
2020
Q2 		$335K Buy
6,935
+187
+3% +$7.85K 0.06% 186
2020
Q1 		$229K Sell
6,748
-1,104
-14% -$52K 0.05% 203
2019
Q4 		$401K Buy
7,852
+293
+4% +$13.9K 0.07% 184
2019
Q3 		$323K Sell
7,559
-179
-2% -$7.65K 0.06% 192
2019
Q2 		$339K Buy
7,738
+1
+0% +$45 0.06% 187
2019
Q1 		$327K Buy
7,737
+249
+3% +$10.5K 0.06% 180
2018
Q4 		$297K Buy
+7,488
New +$327K 0.06% 181

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

Nachman Norwood & Parrott's MS Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Morgan Stanley (MS) stake by 0.43% in Q2 2021, buying an estimated $3.34K and bringing the position to 9,180 shares worth $842K. The position accounts for 0.09% of the portfolio, ranked #143.

Nachman Norwood & Parrott first reported a position in MS in Q4 2018 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Nachman Norwood & Parrott held 9,180 shares of Morgan Stanley worth $842K as of Q2 2021.
  • Nachman Norwood & Parrott bought 39 Morgan Stanley shares in Q2 2021, an estimated $3.34K.
  • Morgan Stanley made up 0.09% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #143 holding.
  • Nachman Norwood & Parrott first reported a position in Morgan Stanley in Q4 2018 and has held it in 11 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.