Sabal Trust’s Morgan Stanley MS Stock Holding History

Sabal Trust’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
2025 Q1	$214K	Buy	1,833 +144	+9%	+$18.6K	0.01%	225
2024 Q4	$212K	Buy	+1,689	New	+$208K	0.01%	226

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sabal Trust's MS Position: Q1 2025 in Review

Sabal Trust increased its Morgan Stanley (MS) stake by 8.5% in Q1 2025, buying an estimated $18.6K and bringing the position to 1,833 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #225.

Sabal Trust first reported a position in MS in Q4 2024 and has held it in 2 quarters since. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Sabal Trust held 1,833 shares of Morgan Stanley worth $214K as of Q1 2025.
Sabal Trust bought 144 Morgan Stanley shares in Q1 2025, an estimated $18.6K.
Morgan Stanley made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #225 holding.
Sabal Trust first reported a position in Morgan Stanley in Q4 2024 and has held it in 2 quarters since.
2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.