Private Asset Management’s Morgan Stanley MS Stock Holding History

Private 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
2023 Q3	$252K	Hold	3,082	–	–	0.06%	108
2023 Q2	$263K	Hold	3,082	–	–	0.05%	114
2023 Q1	$271K	Hold	3,082	–	–	0.04%	115
2022 Q4	$262K	Hold	3,082	–	–	0.04%	118
2022 Q3	$244K	Hold	3,082	–	–	0.04%	123
2022 Q2	$234K	Hold	3,082	–	–	0.04%	129
2022 Q1	$269K	Hold	3,082	–	–	0.04%	132
2021 Q4	$303K	Hold	3,082	–	–	0.04%	126
2021 Q3	$300K	Hold	3,082	–	–	0.04%	124
2021 Q2	$283K	Hold	3,082	–	–	0.04%	132
2021 Q1	$239K	Hold	3,082	–	–	0.03%	142
2020 Q4	$211K	Buy	+3,082	New	+$177K	0.03%	140
2017 Q4	–	Sell	-7,380	Closed	-$355K	–	145
2017 Q3	$355K	Sell	7,380 -640	-8%	-$29.7K	0.06%	117
2017 Q2	$357K	Hold	8,020	–	–	0.06%	110
2017 Q1	$344K	Buy	+8,020	New	+$356K	0.06%	115

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Private Asset Management's MS Position: Q3 2023 in Review

Private Asset Management held its Morgan Stanley (MS) position steady in Q3 2023 at 3,082 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #108.

Private Asset Management first reported a position in MS in Q1 2017 and has held it in 15 quarters since. The position peaked at $357K in Q2 2017. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Private Asset Management held 3,082 shares of Morgan Stanley worth $252K as of Q3 2023.
Private Asset Management left its Morgan Stanley share count unchanged in Q3 2023.
Morgan Stanley made up 0.06% of Private Asset Management's portfolio in Q3 2023, its #108 holding.
Private Asset Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 15 quarters since.
Private Asset Management's Morgan Stanley position peaked at $357K in Q2 2017.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Private Asset Management's 13F filing for Q3 2023, filed 20 Oct 2023.