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Resource Management’s Morgan Stanley MS Stock Holding History

Resource 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 		$340K Sell
3,467
-548
-14% -$54.6K 0.04% 139
2021
Q3 		$391K Buy
+4,015
New +$398K 0.04% 124

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Resource Management's MS Position: Q4 2021 in Review

Resource Management reduced its Morgan Stanley (MS) stake by 14% in Q4 2021, selling an estimated $54.6K and leaving 3,467 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #139.

Resource Management first reported a position in MS in Q3 2021 and has held it in 2 quarters since. The position peaked at $391K in Q3 2021. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Resource Management held 3,467 shares of Morgan Stanley worth $340K as of Q4 2021.
  • Resource Management sold 548 Morgan Stanley shares in Q4 2021, an estimated $54.6K.
  • Morgan Stanley made up 0.04% of Resource Management's portfolio in Q4 2021, its #139 holding.
  • Resource Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 2 quarters since.
  • Resource Management's Morgan Stanley position peaked at $391K in Q3 2021.
  • 1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.