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Ontario Teachers' Pension Plan Board’s Morgan Stanley MS Stock Holding History

Ontario Teachers' Pension Plan Board’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
2018
Q3 		– Sell
-300,000
Closed -$14.2M – 592
2018
Q2 		$14.2M Buy
+300,000
New +$15.7M 0.2% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ontario Teachers' Pension Plan Board's MS Position: Q3 2024 in Review

Ontario Teachers' Pension Plan Board sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 1,791,472 shares — an estimated $174M sold.

Ontario Teachers' Pension Plan Board first reported a position in MS in Q2 2013 and held it in 38 quarters. The position peaked at $548M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Ontario Teachers' Pension Plan Board reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 1,791,472 Morgan Stanley shares in Q3 2024, an estimated $174M.
  • Ontario Teachers' Pension Plan Board first reported a position in Morgan Stanley in Q2 2013 and held it in 38 quarters.
  • Ontario Teachers' Pension Plan Board's Morgan Stanley position peaked at $548M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2024, filed 8 Nov 2024.