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Pendal Group’s Morgan Stanley MS Stock Holding History

Pendal 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
2022
Q4 		$712K Buy
8,379
+2,543
+44% +$217K 0.01% 331
2022
Q3 		$461K Sell
5,836
-352
-6% -$29.7K ﹤0.01% 349
2022
Q2 		$471K Sell
6,188
-5,722
-48% -$469K ﹤0.01% 358
2022
Q1 		$1.04M Buy
11,910
+4,212
+55% +$406K 0.01% 335
2021
Q4 		$756K Sell
7,698
-409
-5% -$40.7K 0.01% 375
2021
Q3 		$789K Sell
8,107
-103,003
-93% -$10.2M 0.01% 353
2021
Q2 		$10.2M Buy
+111,110
New +$9.53M 0.09% 107
2021
Q1 		– Sell
-48,747
Closed -$3.34M – 582
2020
Q4 		$3.34M Buy
+48,747
New +$2.8M 0.03% 148
2018
Q3 		– Sell
-15,878
Closed -$753K – 474
2018
Q2 		$753K Buy
15,878
+1,898
+14% +$99.2K 0.01% 334
2018
Q1 		$754K Sell
13,980
-4,660
-25% -$258K 0.01% 352
2017
Q4 		$978K Hold
18,640
– – 0.01% 305
2017
Q3 		$898K Sell
18,640
-9,174
-33% -$425K 0.01% 325
2017
Q2 		$1.24M Buy
+27,814
New +$1.2M 0.02% 269

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Pendal Group's MS Position: Q4 2022 in Review

Pendal Group increased its Morgan Stanley (MS) stake by 44% in Q4 2022, buying an estimated $217K and bringing the position to 8,379 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #331.

Pendal Group first reported a position in MS in Q2 2017 and has held it in 13 quarters since. The position peaked at $10.2M in Q2 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Pendal Group held 8,379 shares of Morgan Stanley worth $712K as of Q4 2022.
  • Pendal Group bought 2,543 Morgan Stanley shares in Q4 2022, an estimated $217K.
  • Morgan Stanley made up 0.01% of Pendal Group's portfolio in Q4 2022, its #331 holding.
  • Pendal Group first reported a position in Morgan Stanley in Q2 2017 and has held it in 13 quarters since.
  • Pendal Group's Morgan Stanley position peaked at $10.2M in Q2 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.