Stonnington Group’s Morgan Stanley MS Stock Holding History

Stonnington 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 Q1	$257K	Hold	3,000	–	–	0.07%	206
2022 Q4	$267K	Hold	3,000	–	–	0.07%	174
2022 Q3	$233K	Hold	3,000	–	–	0.07%	180
2022 Q2	$231K	Sell	3,000 -4,550	-60%	-$373K	0.06%	200
2022 Q1	$634K	Sell	7,550 -1,650	-18%	-$159K	0.15%	135
2021 Q4	$974K	Buy	9,200 +200	+2%	+$19.9K	0.21%	110
2021 Q3	$900K	Sell	9,000 -700	-7%	-$69.4K	0.2%	117
2021 Q2	$850K	Sell	9,700 -300	-3%	-$25.7K	0.19%	129
2021 Q1	$837K	Buy	+10,000	New	+$766K	0.2%	121

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Stonnington Group's MS Position: Q1 2023 in Review

Stonnington Group held its Morgan Stanley (MS) position steady in Q1 2023 at 3,000 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #206.

Stonnington Group first reported a position in MS in Q1 2021 and has held it in 9 quarters since. The position peaked at $974K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

Stonnington Group held 3,000 shares of Morgan Stanley worth $257K as of Q1 2023.
Stonnington Group left its Morgan Stanley share count unchanged in Q1 2023.
Morgan Stanley made up 0.07% of Stonnington Group's portfolio in Q1 2023, its #206 holding.
Stonnington Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's Morgan Stanley position peaked at $974K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.