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Seeyond’s Morgan Stanley MS Stock Holding History

Seeyond’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
2022
Q4 		$1.08M Buy
12,707
+4,758
+60% +$406K 0.1% 266
2022
Q3 		$628K Sell
7,949
-308
-4% -$26K 0.08% 375
2022
Q2 		$628K Sell
8,257
-2,226
-21% -$182K 0.07% 414
2022
Q1 		$916K Buy
10,483
+1,174
+13% +$113K 0.09% 360
2021
Q4 		$913K Sell
9,309
-2,966
-24% -$295K 0.08% 379
2021
Q3 		$1.19M Buy
12,275
+7,383
+151% +$732K 0.12% 293
2021
Q2 		$448K Buy
4,892
+21
+0.4% +$1.8K 0.04% 479
2021
Q1 		$378K Hold
4,871
– – 0.04% 508
2020
Q4 		$333K Buy
4,871
+2,489
+104% +$143K 0.03% 503
2020
Q3 		$115K Sell
2,382
-4,911
-67% -$247K 0.01% 572
2020
Q2 		$352K Buy
7,293
+3,961
+119% +$166K 0.04% 470
2020
Q1 		$2.57M Sell
3,332
-25
-0.7% -$1.18K 0.36% 56
2019
Q4 		$172K Hold
3,357
– – 0.02% 563
2019
Q3 		$143K Hold
3,357
– – 0.01% 552
2019
Q2 		$147K Sell
3,357
-735
-18% -$32.8K 0.02% 568
2019
Q1 		$173K Sell
4,092
-6,273
-61% -$264K 0.02% 563
2018
Q4 		$411K Buy
+10,365
New +$452K 0.06% 404

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Seeyond's MS Position: Q4 2022 in Review

Seeyond increased its Morgan Stanley (MS) stake by 60% in Q4 2022, buying an estimated $406K and bringing the position to 12,707 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #266.

Seeyond first reported a position in MS in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.57M in Q1 2020. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Seeyond held 12,707 shares of Morgan Stanley worth $1.08M as of Q4 2022.
  • Seeyond bought 4,758 Morgan Stanley shares in Q4 2022, an estimated $406K.
  • Morgan Stanley made up 0.1% of Seeyond's portfolio in Q4 2022, its #266 holding.
  • Seeyond first reported a position in Morgan Stanley in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Morgan Stanley position peaked at $2.57M in Q1 2020.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.