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Ulland Investment Advisors’s Morgan Stanley MS Stock Holding History

Ulland Investment 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
2024
Q1 		– Sell
-675
Closed -$63K – 243
2023
Q4 		$63K Sell
675
-366
-35% -$29.3K 0.06% 94
2023
Q3 		$85K Sell
1,041
-167
-14% -$14.5K 0.09% 80
2023
Q2 		$103K Hold
1,208
– – 0.11% 77
2023
Q1 		$106K Sell
1,208
-67
-5% -$6.25K 0.12% 66
2022
Q4 		$108K Hold
1,275
– – 0.13% 68
2022
Q3 		$101K Sell
1,275
-3,200
-72% -$270K 0.11% 67
2022
Q2 		$340K Sell
4,475
-1,500
-25% -$123K 0.35% 48
2022
Q1 		$522K Sell
5,975
-2,900
-33% -$280K 0.39% 42
2021
Q4 		$871K Buy
+8,875
New +$884K 0.56% 38

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 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ulland Investment Advisors's MS Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 675 shares — an estimated $63K sold.

Ulland Investment Advisors first reported a position in MS in Q4 2021 and held it in 9 quarters. The position peaked at $871K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Ulland Investment Advisors reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 675 Morgan Stanley shares in Q1 2024, an estimated $63K.
  • Ulland Investment Advisors first reported a position in Morgan Stanley in Q4 2021 and held it in 9 quarters.
  • Ulland Investment Advisors's Morgan Stanley position peaked at $871K in Q4 2021.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.