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Tesco Pension Investment’s Morgan Stanley MS Stock Holding History

Tesco Pension Investment’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 		– Sell
-533,976
Closed -$40.6M – 20
2022
Q2 		$40.6M Sell
533,976
-521,131
-49% -$42.7M 2.36% 19
2022
Q1 		$92.2M Sell
1,055,107
-333,116
-24% -$32.1M 2.25% 19
2021
Q4 		$136M Buy
1,388,223
+35,517
+3% +$3.54M 2.23% 22
2021
Q3 		$132M Sell
1,352,706
-76,405
-5% -$7.57M 2.42% 18
2021
Q2 		$131M Buy
+1,429,111
New +$123M 2.32% 19

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

Tesco Pension Investment's MS Position: Q3 2022 in Review

Tesco Pension Investment sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 533,976 shares — an estimated $40.6M sold.

Tesco Pension Investment first reported a position in MS in Q2 2021 and held it in 5 quarters. The position peaked at $136M in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Tesco Pension Investment reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Tesco Pension Investment sold 533,976 Morgan Stanley shares in Q3 2022, an estimated $40.6M.
  • Tesco Pension Investment first reported a position in Morgan Stanley in Q2 2021 and held it in 5 quarters.
  • Tesco Pension Investment's Morgan Stanley position peaked at $136M in Q4 2021.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Tesco Pension Investment's 13F filing for Q3 2022, filed 9 Nov 2022.