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Steward Financial Group’s Morgan Stanley MS Stock Holding History

Steward Financial Group’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 		$45K Buy
559
+79
+16% +$6.86K 0.01% 159
2023
Q2 		$40K Buy
+480
New +$41.1K 0.01% 168
2022
Q3 		– Sell
-144
Closed -$10K – 849
2022
Q2 		$10K Buy
+144
New +$11.8K 0.01% 242

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's MS Position: Q3 2023 in Review

Steward Financial Group increased its Morgan Stanley (MS) stake by 16% in Q3 2023, buying an estimated $6.86K and bringing the position to 559 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #159.

Steward Financial Group first reported a position in MS in Q2 2022 and has held it in 3 quarters since. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Steward Financial Group held 559 shares of Morgan Stanley worth $45K as of Q3 2023.
  • Steward Financial Group bought 79 Morgan Stanley shares in Q3 2023, an estimated $6.86K.
  • Morgan Stanley made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #159 holding.
  • Steward Financial Group first reported a position in Morgan Stanley in Q2 2022 and has held it in 3 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.