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MS icon

Ninety One’s Morgan Stanley MS Stock Holding History

Ninety One’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
Q4 		– Sell
-173,121
Closed -$18M – 78
2024
Q3 		$18M Hold
173,121
– – 3.93% 6
2024
Q2 		$16.8M Buy
+173,121
New +$16.5M 2.6% 10
2024
Q1 		– Sell
-102,023
Closed -$9.51M – 79
2023
Q4 		$9.51M Buy
+102,023
New +$8.16M 1.45% 26
2022
Q3 		– Sell
-30,847
Closed -$2.32M – 91
2022
Q2 		$2.32M Sell
30,847
-217,885
-88% -$17.8M 0.82% 36
2022
Q1 		$22.2M Buy
248,732
+39,957
+19% +$3.85M 6.21% 4
2021
Q4 		$20.6M Buy
208,775
+162,223
+348% +$16.2M 6% 3
2021
Q3 		$4.6M Sell
46,552
-531
-1% -$52.6K 1.79% 12
2021
Q2 		$4.28M Sell
47,083
-4,896
-9% -$420K 1.57% 12
2021
Q1 		$4.05M Buy
51,979
+6,317
+14% +$484K 1.54% 14
2020
Q4 		$3.1M Buy
45,662
+934
+2% +$53.6K 1.22% 21
2020
Q3 		$2.16M Buy
44,728
+13,011
+41% +$655K 1.09% 27
2020
Q2 		$1.52M Buy
31,717
+218
+0.7% +$9.16K 0.73% 34
2020
Q1 		$1.1M Buy
31,499
+838
+3% +$39.5K 0.54% 41
2019
Q4 		$1.31M Hold
30,661
– – 0.74% 51
2019
Q3 		$1.31M Sell
30,661
-807
-3% -$34.5K 0.74% 51
2019
Q2 		$1.4M Buy
31,468
+3,462
+12% +$154K 0.78% 52
2019
Q1 		$1.18M Buy
28,006
+728
+3% +$30.6K 0.62% 54
2018
Q4 		$1.08M Sell
27,278
-60,596
-69% -$2.64M 0.64% 49
2018
Q3 		$4.11M Sell
87,874
-42,019
-32% -$2.05M 0.67% 40
2018
Q2 		$6.19M Buy
129,893
+102,175
+369% +$5.34M 0.84% 36
2018
Q1 		$1.49M Hold
27,718
– – 0.7% 33
2017
Q4 		$1.46M Hold
27,718
– – 0.73% 31
2017
Q3 		$1.33M Buy
27,718
+908
+3% +$42.1K 0.7% 35
2017
Q2 		$1.2M Buy
26,810
+9,177
+52% +$396K 0.66% 37
2017
Q1 		$756K Buy
+17,633
New +$782K 0.49% 42

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ninety One's MS Position: Q4 2024 in Review

Ninety One sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 173,121 shares — an estimated $18M sold.

Ninety One first reported a position in MS in Q1 2017 and held it in 25 quarters. The position peaked at $22.2M in Q1 2022. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Ninety One reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Ninety One sold 173,121 Morgan Stanley shares in Q4 2024, an estimated $18M.
  • Ninety One first reported a position in Morgan Stanley in Q1 2017 and held it in 25 quarters.
  • Ninety One's Morgan Stanley position peaked at $22.2M in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Ninety One's 13F filing for Q4 2024, filed 27 Jan 2025.