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Psagot Value Holdings’s Morgan Stanley MS Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-2,500
Closed -$234K – 369
2023
Q4 		$234K Hold
2,500
– – 0.1% 151
2023
Q3 		$205K Hold
2,500
– – 0.1% 147
2023
Q2 		$213K Sell
2,500
-2,420
-49% -$207K 0.11% 158
2023
Q1 		$420K Buy
4,920
+1,800
+58% +$168K 0.18% 107
2022
Q4 		$265K Sell
3,120
-409
-12% -$34.9K 0.08% 155
2022
Q3 		$279K Sell
3,529
-630
-15% -$53.1K 0.08% 152
2022
Q2 		$316K Buy
4,159
+250
+6% +$20.5K 0.07% 158
2022
Q1 		$342K Sell
3,909
-300
-7% -$28.9K 0.08% 156
2021
Q4 		$413K Buy
4,209
+2,009
+91% +$200K 0.08% 162
2021
Q3 		$214K Sell
2,200
-1,894
-46% -$188K 0.04% 253
2021
Q2 		$375K Sell
4,094
-450
-10% -$38.6K 0.01% 242
2021
Q1 		$353K Buy
4,544
+829
+22% +$63.5K 0.01% 242
2020
Q4 		$255K Buy
+3,715
New +$213K 0.01% 238
2019
Q1 		– Sell
-90
Closed -$4K – 462
2018
Q4 		$4K Sell
90
-990
-92% -$43.2K ﹤0.01% 424
2018
Q3 		$50K Hold
1,080
– – ﹤0.01% 297
2018
Q2 		$51K Hold
1,080
– – ﹤0.01% 286
2018
Q1 		$58K Buy
+1,080
New +$59.8K ﹤0.01% 276

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Psagot Value Holdings's MS Position: Q1 2024 in Review

Psagot Value Holdings sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 2,500 shares — an estimated $234K sold.

Psagot Value Holdings first reported a position in MS in Q1 2018 and held it in 17 quarters. The position peaked at $420K in Q1 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Psagot Value Holdings reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 2,500 Morgan Stanley shares in Q1 2024, an estimated $234K.
  • Psagot Value Holdings first reported a position in Morgan Stanley in Q1 2018 and held it in 17 quarters.
  • Psagot Value Holdings's Morgan Stanley position peaked at $420K in Q1 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.