Opus Investment Management’s Morgan Stanley MS Stock Holding History

Opus Investment Management’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
2023 Q3	–	Sell	-21,000	Closed	-$1.79M	–	62
2023 Q2	$1.79M	Hold	21,000	–	–	0.64%	51
2023 Q1	$1.84M	Hold	21,000	–	–	0.67%	50
2022 Q4	$1.79M	Hold	21,000	–	–	0.64%	52
2022 Q3	$1.66M	Hold	21,000	–	–	0.39%	75
2022 Q2	$1.6M	Buy	21,000 +6,000	+40%	+$491K	0.35%	76
2022 Q1	$1.31M	Buy	+15,000	New	+$1.45M	0.2%	86

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Opus Investment Management's MS Position: Q3 2023 in Review

Opus Investment Management sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 21,000 shares — an estimated $1.79M sold.

Opus Investment Management first reported a position in MS in Q1 2022 and held it in 6 quarters. The position peaked at $1.84M in Q1 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Opus Investment Management reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Opus Investment Management sold 21,000 Morgan Stanley shares in Q3 2023, an estimated $1.79M.
Opus Investment Management first reported a position in Morgan Stanley in Q1 2022 and held it in 6 quarters.
Opus Investment Management's Morgan Stanley position peaked at $1.84M in Q1 2023.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Opus Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.