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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
2019
Q2 		– Sell
-11,100
Closed -$119K – 209
2019
Q1 		$119K Sell
11,100
-3,800
-26% -$160K 0.03% 168
2018
Q4 		$160K Sell
14,900
-16,700
-53% -$729K 0.03% 145
2018
Q3 		$336K Buy
+31,600
New +$1.54M 0.1% 115

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.