United Fire Group’s Morgan Stanley MS Stock Holding History

United Fire Group’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	$1.86M	Hold	20,000	–	–	3.39%	15
2023 Q3	$1.63M	Sell	20,000 -18,000	-47%	-$1.56M	3.19%	15
2023 Q2	$3.25M	Hold	38,000	–	–	2.5%	19
2023 Q1	$3.34M	Hold	38,000	–	–	2.09%	24
2022 Q4	$3.23M	Hold	38,000	–	–	1.91%	28
2022 Q3	$3M	Hold	38,000	–	–	2.01%	26
2022 Q2	$2.89M	Hold	38,000	–	–	1.77%	31
2022 Q1	$3.32M	Hold	38,000	–	–	1.71%	30
2021 Q4	$3.73M	Buy	38,000 +20,000	+111%	+$1.99M	1.75%	29
2021 Q3	$1.75M	Buy	+18,000	New	+$1.78M	0.87%	45

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

United Fire Group's MS Position: Q4 2023 in Review

United Fire Group held its Morgan Stanley (MS) position steady in Q4 2023 at 20,000 shares worth $1.86M. The position accounts for 3.39% of the portfolio, ranked #15.

United Fire Group first reported a position in MS in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.73M in Q4 2021. 1,757 funds tracked by Wall St. Rank hold MS as of Q4 2023.

United Fire Group held 20,000 shares of Morgan Stanley worth $1.86M as of Q4 2023.
United Fire Group left its Morgan Stanley share count unchanged in Q4 2023.
Morgan Stanley made up 3.39% of United Fire Group's portfolio in Q4 2023, its #15 holding.
United Fire Group first reported a position in Morgan Stanley in Q3 2021 and has held it in 10 quarters since.
United Fire Group's Morgan Stanley position peaked at $3.73M in Q4 2021.
1,757 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.