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Stonehage Fleming Financial Services’s Morgan Stanley MS Stock Holding History

Stonehage Fleming Financial 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
2021
Q3 		– Sell
-11,170
Closed -$1.02M – 226
2021
Q2 		$1.02M Hold
11,170
– – 0.03% 74
2021
Q1 		$867K Buy
11,170
+895
+9% +$68.6K 0.03% 84
2020
Q4 		$704K Buy
+10,275
New +$590K 0.02% 100

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

Stonehage Fleming Financial Services's MS Position: Q3 2021 in Review

Stonehage Fleming Financial Services sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 11,170 shares — an estimated $1.02M sold.

Stonehage Fleming Financial Services first reported a position in MS in Q4 2020 and held it in 3 quarters. The position peaked at $1.02M in Q2 2021. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Stonehage Fleming Financial Services reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 11,170 Morgan Stanley shares in Q3 2021, an estimated $1.02M.
  • Stonehage Fleming Financial Services first reported a position in Morgan Stanley in Q4 2020 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's Morgan Stanley position peaked at $1.02M in Q2 2021.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2021, filed 9 Nov 2021.