Syntax Advisors’s Morgan Stanley MS Stock Holding History

Syntax Advisors’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	$237K	Buy	2,902 +60	+2%	+$5.21K	0.21%	119
2023 Q2	$243K	Buy	2,842 +16	+0.6%	+$1.37K	0.2%	136
2023 Q1	$248K	Sell	2,826 -43	-1%	-$4.01K	0.19%	158
2022 Q4	$244K	Sell	2,869 -185	-6%	-$15.8K	0.2%	137
2022 Q3	$241K	Sell	3,054 -244	-7%	-$20.6K	0.21%	131
2022 Q2	$251K	Buy	3,298 +436	+15%	+$35.7K	0.21%	120
2022 Q1	$250K	Buy	2,862 +54	+2%	+$5.21K	0.21%	138
2021 Q4	$276K	Buy	+2,808	New	+$280K	0.2%	139

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Syntax Advisors's MS Position: Q3 2023 in Review

Syntax Advisors increased its Morgan Stanley (MS) stake by 2.1% in Q3 2023, buying an estimated $5.21K and bringing the position to 2,902 shares worth $237K. The position accounts for 0.21% of the portfolio, ranked #119.

Syntax Advisors first reported a position in MS in Q4 2021 and has held it in 8 quarters since. The position peaked at $276K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Syntax Advisors held 2,902 shares of Morgan Stanley worth $237K as of Q3 2023.
Syntax Advisors bought 60 Morgan Stanley shares in Q3 2023, an estimated $5.21K.
Morgan Stanley made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #119 holding.
Syntax Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Morgan Stanley position peaked at $276K in Q4 2021.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.