Phase 2 Partners’s Morgan Stanley MS Stock Holding History

Phase 2 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
2022 Q3	–	Sell	-43,364	Closed	-$3.3M	–	31
2022 Q2	$3.3M	Buy	+43,364	New	+$3.55M	1.7%	24

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phase 2 Partners's MS Position: Q3 2022 in Review

Phase 2 Partners sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 43,364 shares — an estimated $3.3M sold.

Phase 2 Partners first reported a position in MS in Q2 2022 and held it in 1 quarter. The position peaked at $3.3M in Q2 2022. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Phase 2 Partners reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Phase 2 Partners sold 43,364 Morgan Stanley shares in Q3 2022, an estimated $3.3M.
Phase 2 Partners first reported a position in Morgan Stanley in Q2 2022 and held it in 1 quarter.
Phase 2 Partners's Morgan Stanley position peaked at $3.3M in Q2 2022.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Phase 2 Partners's 13F filing for Q3 2022, filed 14 Nov 2022.