UAS
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United Asset Strategies’s Morgan Stanley MS Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-21,059
Closed -$1.72M – 247
2023
Q3 		$1.72M Sell
21,059
-2,191
-9% -$190K 0.22% 99
2023
Q2 		$1.99M Buy
23,250
+172
+0.7% +$14.7K 0.25% 89
2023
Q1 		$2.03M Buy
23,078
+655
+3% +$61.1K 0.27% 81
2022
Q4 		$1.91M Buy
22,423
+1,995
+10% +$170K 0.27% 81
2022
Q3 		$1.61M Buy
+20,428
New +$1.72M 0.25% 88

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

United Asset Strategies's MS Position: Q4 2023 in Review

United Asset Strategies sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 21,059 shares — an estimated $1.72M sold.

United Asset Strategies first reported a position in MS in Q3 2022 and held it in 5 quarters. The position peaked at $2.03M in Q1 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • United Asset Strategies reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • United Asset Strategies sold 21,059 Morgan Stanley shares in Q4 2023, an estimated $1.72M.
  • United Asset Strategies first reported a position in Morgan Stanley in Q3 2022 and held it in 5 quarters.
  • United Asset Strategies's Morgan Stanley position peaked at $2.03M in Q1 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on United Asset Strategies's 13F filing for Q4 2023, filed 30 Jan 2024.