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TIAA FSB’s Morgan Stanley MS Stock Holding History

TIAA FSB’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
Q2 		$17.9M Sell
209,738
-7,488
-3% -$640K 0.06% 123
2023
Q1 		$19.1M Sell
217,226
-43,246
-17% -$4.04M 0.07% 115
2022
Q4 		$22.1M Buy
260,472
+28,904
+12% +$2.46M 0.09% 108
2022
Q3 		$18.3M Buy
231,568
+9,936
+4% +$837K 0.08% 113
2022
Q2 		$16.9M Buy
221,632
+12,226
+6% +$1M 0.07% 124
2022
Q1 		$18.3M Sell
209,406
-12,033
-5% -$1.16M 0.06% 124
2021
Q4 		$21.7M Sell
221,439
-3,794
-2% -$378K 0.07% 108
2021
Q3 		$21.9M Buy
225,233
+6,325
+3% +$627K 0.08% 101
2021
Q2 		$20.1M Sell
218,908
-8,366
-4% -$717K 0.07% 105
2021
Q1 		$17.6M Sell
227,274
-57,980
-20% -$4.44M 0.06% 112
2020
Q4 		$19.5M Sell
285,254
-7,326
-3% -$420K 0.07% 103
2020
Q3 		$14.1M Buy
292,580
+68,258
+30% +$3.44M 0.06% 122
2020
Q2 		$10.8M Buy
224,322
+75,845
+51% +$3.19M 0.05% 134
2020
Q1 		$5.05M Buy
148,477
+122,434
+470% +$5.77M 0.03% 160
2019
Q4 		$1.33M Buy
26,043
+6,021
+30% +$285K 0.01% 249
2019
Q3 		$854K Sell
20,022
-754
-4% -$32.2K ﹤0.01% 255
2019
Q2 		$910K Buy
20,776
+3,036
+17% +$135K 0.01% 240
2019
Q1 		$749K Sell
17,740
-1,254
-7% -$52.8K 0.01% 275
2018
Q4 		$753K Buy
18,994
+3,110
+20% +$136K ﹤0.01% 280
2018
Q3 		$740K Sell
15,884
-919
-5% -$44.9K ﹤0.01% 293
2018
Q2 		$796K Sell
16,803
-659
-4% -$34.4K ﹤0.01% 289
2018
Q1 		$942K Sell
17,462
-2,180
-11% -$121K 0.01% 287
2017
Q4 		$1.03M Buy
19,642
+1,529
+8% +$77.3K 0.01% 309
2017
Q3 		$873K Buy
18,113
+1,750
+11% +$81.2K 0.01% 321
2017
Q2 		$729K Buy
+16,363
New +$706K 0.01% 322

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TIAA FSB's MS Position: Q2 2023 in Review

TIAA FSB reduced its Morgan Stanley (MS) stake by 3.4% in Q2 2023, selling an estimated $640K and leaving 209,738 shares worth $17.9M. The position accounts for 0.06% of the portfolio, ranked #123.

TIAA FSB first reported a position in MS in Q2 2017 and has held it in 25 quarters since. The position peaked at $22.1M in Q4 2022. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • TIAA FSB held 209,738 shares of Morgan Stanley worth $17.9M as of Q2 2023.
  • TIAA FSB sold 7,488 Morgan Stanley shares in Q2 2023, an estimated $640K.
  • Morgan Stanley made up 0.06% of TIAA FSB's portfolio in Q2 2023, its #123 holding.
  • TIAA FSB first reported a position in Morgan Stanley in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's Morgan Stanley position peaked at $22.1M in Q4 2022.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.