Pictet Asset Management (Switzerland)’s Morgan Stanley MS Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$53.4M	Buy	625,811 +8,154	+1%	+$697K	0.06%	280
2023 Q1	$54.2M	Sell	617,657 -1,585	-0.3%	-$148K	0.07%	271
2022 Q4	$45.1M	Sell	619,242 -7,466	-1%	-$636K	0.07%	292
2022 Q3	$49.5M	Sell	626,708 -29,809	-5%	-$2.51M	0.07%	267
2022 Q2	$49.9M	Sell	656,517 -170,634	-21%	-$14M	0.07%	278
2022 Q1	$72.3M	Sell	827,151 -115,969	-12%	-$11.2M	0.08%	258
2021 Q4	$92.6M	Sell	943,120 -18,578	-2%	-$1.85M	0.09%	243
2021 Q3	$93.6M	Buy	+961,698	New	+$95.3M	0.1%	233

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s MS Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Morgan Stanley (MS) stake by 1.3% in Q2 2023, buying an estimated $697K and bringing the position to 625,811 shares worth $53.4M. The position accounts for 0.06% of the portfolio, ranked #280.

Pictet Asset Management (Switzerland) first reported a position in MS in Q3 2021 and has held it in 8 quarters since. The position peaked at $93.6M in Q3 2021. 1,683 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Pictet Asset Management (Switzerland) held 625,811 shares of Morgan Stanley worth $53.4M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 8,154 Morgan Stanley shares in Q2 2023, an estimated $697K.
Morgan Stanley made up 0.06% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #280 holding.
Pictet Asset Management (Switzerland) first reported a position in Morgan Stanley in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Morgan Stanley position peaked at $93.6M in Q3 2021.
1,683 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.