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Tweedy, Browne Co’s Morgan Stanley MS Stock Holding History

Tweedy, Browne Co’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
Q4 		– Sell
-105,055
Closed -$8.3M – 46
2022
Q3 		$8.3M Sell
105,055
-17,615
-14% -$1.48M 0.37% 32
2022
Q2 		$9.33M Sell
122,670
-103,720
-46% -$8.5M 0.38% 31
2022
Q1 		$19.8M Sell
226,390
-11,445
-5% -$1.1M 0.64% 26
2021
Q4 		$23.3M Hold
237,835
– – 0.74% 25
2021
Q3 		$23.1M Sell
237,835
-44,200
-16% -$4.38M 0.77% 27
2021
Q2 		$25.9M Sell
282,035
-121,585
-30% -$10.4M 0.73% 28
2021
Q1 		$31.3M Sell
403,620
-59,535
-13% -$4.56M 0.91% 26
2020
Q4 		$31.7M Hold
463,155
– – 0.99% 30
2020
Q3 		$22.4M Buy
463,155
+655
+0.1% +$33K 0.87% 24
2020
Q2 		$22.3M Buy
+462,500
New +$19.4M 0.89% 24

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tweedy, Browne Co's MS Position: Q4 2022 in Review

Tweedy, Browne Co sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 105,055 shares — an estimated $8.3M sold.

Tweedy, Browne Co first reported a position in MS in Q2 2020 and held it in 10 quarters. The position peaked at $31.7M in Q4 2020. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Tweedy, Browne Co reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Tweedy, Browne Co sold 105,055 Morgan Stanley shares in Q4 2022, an estimated $8.3M.
  • Tweedy, Browne Co first reported a position in Morgan Stanley in Q2 2020 and held it in 10 quarters.
  • Tweedy, Browne Co's Morgan Stanley position peaked at $31.7M in Q4 2020.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Tweedy, Browne Co's 13F filing for Q4 2022, filed 9 Feb 2023.