St Louis Trust’s Morgan Stanley MS Stock Holding History

St Louis Trust’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
2021 Q4	–	Sell	-6,103	Closed	-$594K	–	112
2021 Q3	$594K	Buy	+6,103	New	+$605K	0.16%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

St Louis Trust's MS Position: Q4 2021 in Review

St Louis Trust sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 6,103 shares — an estimated $594K sold.

St Louis Trust first reported a position in MS in Q3 2021 and held it in 1 quarter. The position peaked at $594K in Q3 2021. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

St Louis Trust reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
St Louis Trust sold 6,103 Morgan Stanley shares in Q4 2021, an estimated $594K.
St Louis Trust first reported a position in Morgan Stanley in Q3 2021 and held it in 1 quarter.
St Louis Trust's Morgan Stanley position peaked at $594K in Q3 2021.
1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on St Louis Trust's 13F filing for Q4 2021, filed 7 Feb 2022.