Stelac Advisory Services’s Morgan Stanley MS Stock Holding History

Stelac Advisory Services’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
2023 Q3	–	Sell	-3,883	Closed	-$332K	–	143
2023 Q2	$332K	Sell	3,883 -168	-4%	-$14.4K	0.15%	112
2023 Q1	$356K	Buy	4,051 +140	+4%	+$13.1K	0.15%	104
2022 Q4	$333K	Sell	3,911 -276	-7%	-$23.5K	0.15%	110
2022 Q3	$331K	Sell	4,187 -877	-17%	-$73.9K	0.15%	110
2022 Q2	$385K	Buy	5,064 +3,141	+163%	+$257K	0.15%	108
2022 Q1	$168K	Sell	1,923 -3,690	-66%	-$356K	0.06%	126
2021 Q4	$551K	Buy	5,613 +345	+7%	+$34.4K	0.15%	85
2021 Q3	$513K	Buy	5,268 +1,598	+44%	+$158K	0.14%	109
2021 Q2	$337K	Buy	+3,670	New	+$315K	0.08%	165
2018 Q4	–	Sell	-62,000	Closed	-$2.89M	–	125
2018 Q3	$2.89M	Buy	+62,000	New	+$3.03M	0.85%	22

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Stelac Advisory Services's MS Position: Q3 2023 in Review

Stelac Advisory Services sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 3,883 shares — an estimated $332K sold.

Stelac Advisory Services first reported a position in MS in Q3 2018 and held it in 10 quarters. The position peaked at $2.89M in Q3 2018. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Stelac Advisory Services reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 3,883 Morgan Stanley shares in Q3 2023, an estimated $332K.
Stelac Advisory Services first reported a position in Morgan Stanley in Q3 2018 and held it in 10 quarters.
Stelac Advisory Services's Morgan Stanley position peaked at $2.89M in Q3 2018.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.