Select Equity Group
MS icon

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
2020
Q2 		– Sell
-872,200
Closed -$29.7M – 163
2020
Q1 		$29.7M Sell
872,200
-491,300
-36% -$23.1M 0.2% 74
2019
Q4 		$69.7M Sell
1,363,500
-556,500
-29% -$26.3M 0.44% 53
2019
Q3 		$81.9M Hold
1,920,000
– – 0.55% 48
2019
Q2 		$84.1M Buy
+1,920,000
New +$85.6M 0.57% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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.