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Shilanski & Associates’s Morgan Stanley MS Stock Holding History

Shilanski & Associates’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 		– Sell
-3,181
Closed -$251K – 168
2022
Q3 		$251K Buy
+3,181
New +$268K 0.09% 115

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

Shilanski & Associates's MS Position: Q4 2022 in Review

Shilanski & Associates sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 3,181 shares — an estimated $251K sold.

Shilanski & Associates first reported a position in MS in Q3 2022 and held it in 1 quarter. The position peaked at $251K in Q3 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Shilanski & Associates reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 3,181 Morgan Stanley shares in Q4 2022, an estimated $251K.
  • Shilanski & Associates first reported a position in Morgan Stanley in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Morgan Stanley position peaked at $251K in Q3 2022.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.