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Pegasus Partners’s Morgan Stanley MS Stock Holding History

Pegasus 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
2024
Q3 		$239K Hold
2,288
– – 0.02% 150
2024
Q2 		$222K Hold
2,288
– – 0.02% 153
2024
Q1 		$215K Hold
2,288
– – 0.02% 139
2023
Q4 		$213K Buy
+2,288
New +$183K 0.02% 135

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

Pegasus Partners's MS Position: Q3 2024 in Review

Pegasus Partners held its Morgan Stanley (MS) position steady in Q3 2024 at 2,288 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #150.

Pegasus Partners first reported a position in MS in Q4 2023 and has held it in 4 quarters since. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Pegasus Partners held 2,288 shares of Morgan Stanley worth $239K as of Q3 2024.
  • Pegasus Partners left its Morgan Stanley share count unchanged in Q3 2024.
  • Morgan Stanley made up 0.02% of Pegasus Partners's portfolio in Q3 2024, its #150 holding.
  • Pegasus Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 4 quarters since.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.