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PagnatoKarp Partners’s Morgan Stanley MS Stock Holding History

PagnatoKarp Partners’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
2020
Q1 		– Sell
-4,305
Closed -$220K – 181
2019
Q4 		$220K Buy
+4,305
New +$204K 0.04% 174
2019
Q2 		– Sell
-206
Closed -$9K – 210
2019
Q1 		$9K Sell
206
-57
-22% -$2.4K ﹤0.01% 191
2018
Q4 		$10K Sell
263
-165
-39% -$7.2K ﹤0.01% 169
2018
Q3 		$20K Buy
+428
New +$20.9K 0.01% 178

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PagnatoKarp Partners's MS Position: Q1 2020 in Review

PagnatoKarp Partners sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 4,305 shares — an estimated $220K sold.

PagnatoKarp Partners first reported a position in MS in Q3 2018 and held it in 4 quarters. The position peaked at $220K in Q4 2019. 1,033 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • PagnatoKarp Partners reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 4,305 Morgan Stanley shares in Q1 2020, an estimated $220K.
  • PagnatoKarp Partners first reported a position in Morgan Stanley in Q3 2018 and held it in 4 quarters.
  • PagnatoKarp Partners's Morgan Stanley position peaked at $220K in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on PagnatoKarp Partners's 13F filing for Q1 2020, filed 16 Apr 2020.