S
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Surevest’s Morgan Stanley MS Stock Holding History

Surevest’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
2022
Q3 		$33K Buy
411
+111
+37% +$9.36K 0.01% 211
2022
Q2 		$23K Hold
300
– – 0.01% 251
2022
Q1 		$26K Hold
300
– – 0.01% 221
2021
Q4 		$29K Buy
+300
New +$29.9K 0.01% 215

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's MS Position: Q3 2022 in Review

Surevest increased its Morgan Stanley (MS) stake by 37% in Q3 2022, buying an estimated $9.36K and bringing the position to 411 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #211.

Surevest first reported a position in MS in Q4 2021 and has held it in 4 quarters since. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Surevest held 411 shares of Morgan Stanley worth $33K as of Q3 2022.
  • Surevest bought 111 Morgan Stanley shares in Q3 2022, an estimated $9.36K.
  • Morgan Stanley made up 0.01% of Surevest's portfolio in Q3 2022, its #211 holding.
  • Surevest first reported a position in Morgan Stanley in Q4 2021 and has held it in 4 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.