Reliant Investment Management’s Morgan Stanley MS Stock Holding History

Reliant Investment 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
2024 Q3	–	Sell	-2,405	Closed	-$234K	–	60
2024 Q2	$234K	Sell	2,405 -46,433	-95%	-$4.42M	0.11%	51
2024 Q1	$4.6M	Buy	+48,838	New	+$4.3M	2.16%	29
2022 Q2	–	Sell	-2,795	Closed	-$244K	–	57
2022 Q1	$244K	Buy	+2,795	New	+$270K	0.13%	47
2021 Q3	–	Sell	-4,195	Closed	-$385K	–	59
2021 Q2	$385K	Buy	4,195 +1,080	+35%	+$92.6K	0.18%	49
2021 Q1	$242K	Sell	3,115 -200	-6%	-$15.3K	0.12%	54
2020 Q4	$227K	Buy	+3,315	New	+$190K	0.12%	53
2020 Q2	–	Sell	-6,335	Closed	-$215K	–	51
2020 Q1	$215K	Buy	+6,335	New	+$298K	0.22%	45

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Reliant Investment Management's MS Position: Q3 2024 in Review

Reliant Investment Management sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 2,405 shares — an estimated $234K sold.

Reliant Investment Management first reported a position in MS in Q1 2020 and held it in 7 quarters. The position peaked at $4.6M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Reliant Investment Management reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
Reliant Investment Management sold 2,405 Morgan Stanley shares in Q3 2024, an estimated $234K.
Reliant Investment Management first reported a position in Morgan Stanley in Q1 2020 and held it in 7 quarters.
Reliant Investment Management's Morgan Stanley position peaked at $4.6M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Reliant Investment Management's 13F filing for Q3 2024, filed 8 Oct 2024.