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Unigestion Holding’s Morgan Stanley MS Stock Holding History

Unigestion Holding’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
Q3 		– Sell
-3,968
Closed -$338K – 210
2023
Q2 		$338K Sell
3,968
-765
-16% -$65.4K 0.02% 208
2023
Q1 		$408K Sell
4,733
-1,324
-22% -$124K 0.02% 216
2022
Q4 		$516K Buy
+6,057
New +$516K 0.03% 203
2022
Q2 		– Sell
-13,574
Closed -$1.23M – 199
2022
Q1 		$1.23M Buy
13,574
+23
+0.2% +$2.22K 0.05% 120
2021
Q4 		$1.33M Sell
13,551
-7,787
-36% -$776K 0.05% 124
2021
Q3 		$2.12M Sell
21,338
-6,586
-24% -$653K 0.09% 89
2021
Q2 		$2.53M Sell
27,924
-458
-2% -$39.3K 0.09% 93
2021
Q1 		$2.2M Buy
+28,382
New +$2.18M 0.08% 98

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
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
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

Unigestion Holding's MS Position: Q3 2023 in Review

Unigestion Holding sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 3,968 shares — an estimated $338K sold.

Unigestion Holding first reported a position in MS in Q1 2021 and held it in 8 quarters. The position peaked at $2.53M in Q2 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Unigestion Holding reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Unigestion Holding sold 3,968 Morgan Stanley shares in Q3 2023, an estimated $338K.
  • Unigestion Holding first reported a position in Morgan Stanley in Q1 2021 and held it in 8 quarters.
  • Unigestion Holding's Morgan Stanley position peaked at $2.53M in Q2 2021.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Unigestion Holding's 13F filing for Q3 2023, filed 31 Oct 2023.