Security National Trust’s Morgan Stanley MS Stock Holding History

Security National 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
2021 Q3	$43K	Hold	469	–	–	0.01%	276
2021 Q2	$43K	Buy	469 +68	+17%	+$5.83K	0.01%	284
2021 Q1	$31K	Hold	401	–	–	0.01%	297
2020 Q4	$27K	Hold	401	–	–	0.01%	300
2020 Q3	$19K	Hold	401	–	–	0.01%	313
2020 Q2	$19K	Hold	401	–	–	0.01%	312
2020 Q1	$14K	Hold	401	–	–	0.01%	336
2019 Q4	$20K	Hold	401	–	–	0.01%	323
2019 Q3	$17K	Hold	401	–	–	0.01%	297
2019 Q2	$18K	Hold	401	–	–	0.01%	296
2019 Q1	$17K	Hold	401	–	–	0.01%	302
2018 Q4	$16K	Sell	401 -312	-44%	-$13.6K	0.01%	289
2018 Q3	$33K	Sell	713 -585	-45%	-$28.6K	0.01%	277
2018 Q2	$62K	Buy	1,298 +624	+93%	+$32.6K	0.02%	248
2018 Q1	$36K	Hold	674	–	–	0.01%	275
2017 Q4	$35K	Sell	674 -253	-27%	-$12.8K	0.01%	277
2017 Q3	$45K	Hold	927	–	–	0.01%	269
2017 Q2	$41K	Sell	927 -176	-16%	-$7.59K	0.01%	290
2017 Q1	$48K	Hold	1,103	–	–	0.02%	279
2016 Q4	$46K	Hold	1,103	–	–	0.02%	282
2016 Q3	$36K	Hold	1,103	–	–	0.01%	302
2016 Q2	$29K	Sell	1,103 -90	-8%	-$2.35K	0.01%	309
2016 Q1	$29K	Hold	1,193	–	–	0.01%	308
2015 Q4	$38K	Hold	1,193	–	–	0.01%	284
2015 Q3	$38K	Hold	1,193	–	–	0.01%	292
2015 Q2	$46K	Sell	1,193 -150	-11%	-$5.71K	0.02%	282
2015 Q1	$48K	Hold	1,343	–	–	0.02%	287
2014 Q4	$52K	Buy	1,343 +872	+185%	+$31K	0.02%	274
2014 Q3	$16K	Buy	471 +145	+44%	+$4.83K	0.01%	363
2014 Q2	$11K	Hold	326	–	–	﹤0.01%	407
2014 Q1	$10K	Hold	326	–	–	﹤0.01%	412
2013 Q4	$11K	Hold	326	–	–	﹤0.01%	405
2013 Q3	$9K	Buy	326 +176	+117%	+$4.72K	﹤0.01%	400
2013 Q2	$4K	Buy	+150	New	+$3.56K	﹤0.01%	438

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Security National Trust's MS Position: Q3 2021 in Review

Security National Trust held its Morgan Stanley (MS) position steady in Q3 2021 at 469 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #276.

Security National Trust first reported a position in MS in Q2 2013 and has held it in 34 quarters since. The position peaked at $62K in Q2 2018. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Security National Trust held 469 shares of Morgan Stanley worth $43K as of Q3 2021.
Security National Trust left its Morgan Stanley share count unchanged in Q3 2021.
Morgan Stanley made up 0.01% of Security National Trust's portfolio in Q3 2021, its #276 holding.
Security National Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 34 quarters since.
Security National Trust's Morgan Stanley position peaked at $62K in Q2 2018.
1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.