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TPI Fund Managers’s Morgan Stanley MS Stock Holding History

TPI Fund Managers’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
Q2 		$14.4M Sell
188,705
-5,280
-3% -$432K 2.4% 19
2022
Q1 		$17M Buy
193,985
+9,305
+5% +$898K 2.18% 19
2021
Q4 		$18.1M Hold
184,680
– – 2.23% 22
2021
Q3 		$18M Buy
184,680
+1,121
+0.6% +$111K 2.43% 18
2021
Q2 		$16.8M Buy
+183,559
New +$15.7M 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

TPI Fund Managers's MS Position: Q2 2022 in Review

TPI Fund Managers reduced its Morgan Stanley (MS) stake by 2.7% in Q2 2022, selling an estimated $432K and leaving 188,705 shares worth $14.4M. The position accounts for 2.4% of the portfolio, ranked #19.

TPI Fund Managers first reported a position in MS in Q2 2021 and has held it in 5 quarters since. The position peaked at $18.1M in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • TPI Fund Managers held 188,705 shares of Morgan Stanley worth $14.4M as of Q2 2022.
  • TPI Fund Managers sold 5,280 Morgan Stanley shares in Q2 2022, an estimated $432K.
  • Morgan Stanley made up 2.4% of TPI Fund Managers's portfolio in Q2 2022, its #19 holding.
  • TPI Fund Managers first reported a position in Morgan Stanley in Q2 2021 and has held it in 5 quarters since.
  • TPI Fund Managers's Morgan Stanley position peaked at $18.1M in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on TPI Fund Managers's 13F filing for Q2 2022, filed 8 Aug 2022.