Select Equity Group’s Morgan Stanley MS Stock Holding History

Select Equity Group’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
2023 Q4	–	Sell	-565,262	Closed	-$46.2M	–	178
2023 Q3	$46.2M	Buy	+565,262	New	+$49.1M	0.19%	76
2021 Q4	–	Sell	-372,032	Closed	-$36.2M	–	169
2021 Q3	$36.2M	Sell	372,032 -336,883	-48%	-$33.4M	0.12%	85
2021 Q2	$65M	Sell	708,915 -1,719,334	-71%	-$147M	0.22%	67
2021 Q1	$189M	Buy	2,428,249 +170,200	+8%	+$13M	0.69%	42
2020 Q4	$155M	Buy	+2,258,049	New	+$130M	0.64%	41
2020 Q3	–	Sell	-599,140	Closed	-$28.9M	–	160
2020 Q2	$28.9M	Buy	+599,140	New	+$25.2M	0.17%	70
2020 Q1	–	Sell	-666,202	Closed	-$31.4M	–	124
2019 Q4	$34.1M	Buy	+666,202	New	+$31.5M	0.21%	69

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

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

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

Select Equity Group's MS Position: Q4 2023 in Review

Select Equity Group sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 565,262 shares — an estimated $46.2M sold.

Select Equity Group first reported a position in MS in Q4 2019 and held it in 7 quarters. The position peaked at $189M in Q1 2021. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Select Equity Group reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Select Equity Group sold 565,262 Morgan Stanley shares in Q4 2023, an estimated $46.2M.
Select Equity Group first reported a position in Morgan Stanley in Q4 2019 and held it in 7 quarters.
Select Equity Group's Morgan Stanley position peaked at $189M in Q1 2021.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Select Equity Group's 13F filing for Q4 2023, filed 14 Feb 2024.