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Payden & Rygel Investment Group’s Morgan Stanley MS Stock Holding History

Payden & Rygel Investment Group’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
Q2 		$18.7M Sell
192,800
-19,800
-9% -$1.88M 1.51% 29
2024
Q1 		$20M Buy
+212,600
New +$18.7M 0.94% 30
2023
Q3 		$11M Buy
+134,510
New +$11.7M 0.75% 61

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

Payden & Rygel Investment Group's MS Position: Q2 2024 in Review

Payden & Rygel Investment Group reduced its Morgan Stanley (MS) stake by 9.3% in Q2 2024, selling an estimated $1.88M and leaving 192,800 shares worth $18.7M. The position accounts for 1.51% of the portfolio, ranked #29.

Payden & Rygel Investment Group first reported a position in MS in Q3 2023 and has held it in 3 quarters since. The position peaked at $20M in Q1 2024. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Payden & Rygel Investment Group held 192,800 shares of Morgan Stanley worth $18.7M as of Q2 2024.
  • Payden & Rygel Investment Group sold 19,800 Morgan Stanley shares in Q2 2024, an estimated $1.88M.
  • Morgan Stanley made up 1.51% of Payden & Rygel Investment Group's portfolio in Q2 2024, its #29 holding.
  • Payden & Rygel Investment Group first reported a position in Morgan Stanley in Q3 2023 and has held it in 3 quarters since.
  • Payden & Rygel Investment Group's Morgan Stanley position peaked at $20M in Q1 2024.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Payden & Rygel Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.