Pineno Levin & Ford Asset Management’s Morgan Stanley MS Stock Holding History

Pineno Levin & Ford Asset 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
2021 Q4	$376K	Buy	3,830 +200	+6%	+$19.9K	0.11%	92
2021 Q3	$353K	Hold	3,630	–	–	0.11%	90
2021 Q2	$333K	Hold	3,630	–	–	0.11%	93
2021 Q1	$282K	Buy	3,630 +297	+9%	+$22.8K	0.1%	95
2020 Q4	$228K	Buy	+3,333	New	+$191K	0.08%	98
2019 Q4	–	Sell	-6,913	Closed	-$295K	–	105
2019 Q3	$295K	Hold	6,913	–	–	0.12%	92
2019 Q2	$303K	Hold	6,913	–	–	0.12%	88
2019 Q1	$292K	Hold	6,913	–	–	0.12%	85
2018 Q4	$274K	Hold	6,913	–	–	0.12%	84
2018 Q3	$322K	Hold	6,913	–	–	0.13%	86
2018 Q2	$328K	Hold	6,913	–	–	0.14%	84
2018 Q1	$373K	Hold	6,913	–	–	0.16%	77
2017 Q4	$363K	Buy	+6,913	New	+$350K	0.15%	82

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pineno Levin & Ford Asset Management's MS Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management increased its Morgan Stanley (MS) stake by 5.5% in Q4 2021, buying an estimated $19.9K and bringing the position to 3,830 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #92.

Pineno Levin & Ford Asset Management first reported a position in MS in Q4 2017 and has held it in 13 quarters since. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

Pineno Levin & Ford Asset Management held 3,830 shares of Morgan Stanley worth $376K as of Q4 2021.
Pineno Levin & Ford Asset Management bought 200 Morgan Stanley shares in Q4 2021, an estimated $19.9K.
Morgan Stanley made up 0.11% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #92 holding.
Pineno Levin & Ford Asset Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 13 quarters since.
1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.