SFO
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Standard Family Office’s Morgan Stanley MS Stock Holding History

Standard Family Office’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
-700
Closed -$55K – 286
2022
Q3 		$55K Buy
+700
New +$59K 0.02% 121
2021
Q3 		– Sell
-8,009
Closed -$734K – 359
2021
Q2 		$734K Hold
8,009
– – 0.15% 69
2021
Q1 		$622K Hold
8,009
– – 0.15% 57
2020
Q4 		$549K Buy
+8,009
New +$460K 0.13% 63

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

Standard Family Office's MS Position: Q4 2022 in Review

Standard Family Office sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 700 shares — an estimated $55K sold.

Standard Family Office first reported a position in MS in Q4 2020 and held it in 4 quarters. The position peaked at $734K in Q2 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Standard Family Office reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 700 Morgan Stanley shares in Q4 2022, an estimated $55K.
  • Standard Family Office first reported a position in Morgan Stanley in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's Morgan Stanley position peaked at $734K in Q2 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.