PIM
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Perpetual Investment Management’s Morgan Stanley MS Stock Holding History

Perpetual Investment Management’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 		$612K Hold
7,200
– – 0.07% 138
2022
Q3 		$569K Hold
7,200
– – 0.08% 143
2022
Q2 		$548K Buy
7,200
+1,900
+36% +$156K 0.08% 148
2022
Q1 		$463K Hold
5,300
– – 0.06% 163
2021
Q4 		$520K Buy
5,300
+1,200
+29% +$120K 0.06% 168
2021
Q3 		$399K Hold
4,100
– – 0.05% 164
2021
Q2 		$376K Sell
4,100
-1,400
-25% -$120K 0.05% 167
2021
Q1 		$426K Hold
5,500
– – 0.07% 140
2020
Q4 		$373K Buy
+5,500
New +$316K 0.06% 165

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Investment Management's MS Position: Q4 2022 in Review

Perpetual Investment Management held its Morgan Stanley (MS) position steady in Q4 2022 at 7,200 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #138.

Perpetual Investment Management first reported a position in MS in Q4 2020 and has held it in 9 quarters since. 1,678 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Perpetual Investment Management held 7,200 shares of Morgan Stanley worth $612K as of Q4 2022.
  • Perpetual Investment Management left its Morgan Stanley share count unchanged in Q4 2022.
  • Morgan Stanley made up 0.07% of Perpetual Investment Management's portfolio in Q4 2022, its #138 holding.
  • Perpetual Investment Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 9 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.