South Dakota Investment Council’s Morgan Stanley MS Stock Holding History

South Dakota Investment Council’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	-4,300	Closed	-$405K	–	594
2024 Q1	$405K	Hold	4,300	–	–	0.01%	498
2023 Q4	$401K	Buy	+4,300	New	+$344K	0.01%	543
2022 Q4	–	Sell	-2,200	Closed	-$174K	–	627
2022 Q3	$174K	Hold	2,200	–	–	﹤0.01%	596
2022 Q2	$167K	Buy	+2,200	New	+$180K	﹤0.01%	593
2017 Q4	–	Sell	-177,878	Closed	-$8.57M	–	596
2017 Q3	$8.57M	Sell	177,878 -40,800	-19%	-$1.89M	0.17%	116
2017 Q2	$9.74M	Hold	218,678	–	–	0.21%	104
2017 Q1	$9.37M	Sell	218,678 -3,970	-2%	-$176K	0.19%	108
2016 Q4	$9.41M	Sell	222,648 -166,988	-43%	-$6.31M	0.2%	103
2016 Q3	$12.5M	Hold	389,636	–	–	0.26%	93
2016 Q2	$10.1M	Buy	389,636 +5,400	+1%	+$141K	0.22%	97
2016 Q1	$9.61M	Buy	384,236 +30,600	+9%	+$781K	0.21%	100
2015 Q4	$11.2M	Hold	353,636	–	–	0.25%	95
2015 Q3	$11.1M	Sell	353,636 -157,140	-31%	-$5.72M	0.26%	87
2015 Q2	$19.8M	Sell	510,776 -146,590	-22%	-$5.58M	0.4%	71
2015 Q1	$23.5M	Sell	657,366 -288,510	-31%	-$10.4M	0.45%	69
2014 Q4	$36.7M	Sell	945,876 -71,354	-7%	-$2.54M	0.72%	46
2014 Q3	$35.2M	Buy	+1,017,230	New	+$33.9M	0.71%	43

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

South Dakota Investment Council's MS Position: Q2 2024 in Review

South Dakota Investment Council sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 4,300 shares — an estimated $405K sold.

South Dakota Investment Council first reported a position in MS in Q3 2014 and held it in 17 quarters. The position peaked at $36.7M in Q4 2014. 1,822 funds tracked by Wall St. Rank hold MS as of Q2 2024.

South Dakota Investment Council reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
South Dakota Investment Council sold 4,300 Morgan Stanley shares in Q2 2024, an estimated $405K.
South Dakota Investment Council first reported a position in Morgan Stanley in Q3 2014 and held it in 17 quarters.
South Dakota Investment Council's Morgan Stanley position peaked at $36.7M in Q4 2014.
1,822 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on South Dakota Investment Council's 13F filing for Q2 2024, filed 8 Aug 2024.