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Signet Financial Management’s Morgan Stanley MS Stock Holding History

Signet Financial Management’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
2024
Q2 		– Sell
-3,728
Closed -$351K – 273
2024
Q1 		$351K Sell
3,728
-57,442
-94% -$5.06M 0.05% 216
2023
Q4 		$5.7M Sell
61,170
-337
-0.5% -$27K 0.85% 27
2023
Q3 		$5.02M Sell
61,507
-1,852
-3% -$161K 0.83% 27
2023
Q2 		$5.41M Sell
63,359
-248
-0.4% -$21.2K 0.86% 24
2023
Q1 		$5.58M Buy
63,607
+288
+0.5% +$26.9K 0.94% 23
2022
Q4 		$5.38M Sell
63,319
-384
-0.6% -$32.7K 0.96% 23
2022
Q3 		$5.03M Sell
63,703
-228
-0.4% -$19.2K 0.98% 22
2022
Q2 		$4.86M Buy
63,931
+2,495
+4% +$204K 0.93% 24
2022
Q1 		$5.37M Buy
61,436
+331
+0.5% +$31.9K 0.9% 26
2021
Q4 		$6M Buy
61,105
+200
+0.3% +$19.9K 0.91% 23
2021
Q3 		$5.93M Buy
+60,905
New +$6.03M 1.02% 21
2021
Q2 		– Sell
-62,707
Closed -$4.87M – 195
2021
Q1 		$4.87M Sell
62,707
-610
-1% -$46.8K 0.91% 29
2020
Q4 		$4.34M Sell
63,317
-1,476
-2% -$84.7K 0.88% 28
2020
Q3 		$3.33M Sell
64,793
-4,556
-7% -$230K 0.74% 36
2020
Q2 		$3.51M Sell
69,349
-4,248
-6% -$178K 0.78% 36
2020
Q1 		$2.83M Sell
73,597
-7,743
-10% -$365K 0.67% 49
2019
Q4 		$4.16M Buy
81,340
+15,213
+23% +$720K 0.78% 39
2019
Q3 		$3.25M Sell
66,127
-4,272
-6% -$183K 0.64% 57
2019
Q2 		$3.22M Sell
70,399
-9,244
-12% -$412K 0.64% 62
2019
Q1 		$3.81M Buy
79,643
+5,507
+7% +$232K 0.75% 49
2018
Q4 		$2.94M Sell
74,136
-16,172
-18% -$706K 0.64% 58
2018
Q3 		$4.21M Sell
90,308
-4,837
-5% -$236K 0.74% 48
2018
Q2 		$4.51M Sell
95,145
-1,943
-2% -$102K 0.8% 49
2018
Q1 		$5.24M Buy
+97,088
New +$5.37M 0.94% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Signet Financial Management's MS Position: Q2 2024 in Review

Signet Financial Management sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 3,728 shares — an estimated $351K sold.

Signet Financial Management first reported a position in MS in Q1 2018 and held it in 24 quarters. The position peaked at $6M in Q4 2021. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Signet Financial Management reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Signet Financial Management sold 3,728 Morgan Stanley shares in Q2 2024, an estimated $351K.
  • Signet Financial Management first reported a position in Morgan Stanley in Q1 2018 and held it in 24 quarters.
  • Signet Financial Management's Morgan Stanley position peaked at $6M in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Signet Financial Management's 13F filing for Q2 2024, filed 2 Aug 2024.