Steph & Co’s Morgan Stanley MS Stock Holding History

Steph & Co’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 Q4	–	Sell	-67	Closed	-$5.47K	–	280
2023 Q3	$5.47K	Buy	+67	New	+$5.82K	﹤0.01%	270

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

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

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

Steph & Co's MS Position: Q4 2023 in Review

Steph & Co sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 67 shares — an estimated $5.47K sold.

Steph & Co first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $5.47K in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Steph & Co reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 67 Morgan Stanley shares in Q4 2023, an estimated $5.47K.
Steph & Co first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
Steph & Co's Morgan Stanley position peaked at $5.47K in Q3 2023.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.