SMF
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Sterling Manor Financial’s Morgan Stanley MS Stock Holding History

Sterling Manor Financial’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
Q3 		– Sell
-3,351
Closed -$307K – 92
2021
Q2 		$307K Buy
+3,351
New +$287K 0.25% 60

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Manor Financial's MS Position: Q3 2021 in Review

Sterling Manor Financial sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 3,351 shares — an estimated $307K sold.

Sterling Manor Financial first reported a position in MS in Q2 2021 and held it in 1 quarter. The position peaked at $307K in Q2 2021. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Sterling Manor Financial reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Sterling Manor Financial sold 3,351 Morgan Stanley shares in Q3 2021, an estimated $307K.
  • Sterling Manor Financial first reported a position in Morgan Stanley in Q2 2021 and held it in 1 quarter.
  • Sterling Manor Financial's Morgan Stanley position peaked at $307K in Q2 2021.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Sterling Manor Financial's 13F filing for Q3 2021, filed 8 Oct 2021.