UONDDL
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University of Notre Dame du Lac’s Morgan Stanley MS Stock Holding History

University of Notre Dame du Lac’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
2021
Q4 		– Sell
-11,080
Closed -$1.08M – 11
2021
Q3 		$1.08M Buy
+11,080
New +$1.1M 3.41% 15
2019
Q4 		– Sell
-212,723
Closed -$9.08M – 58
2019
Q3 		$9.08M Buy
+212,723
New +$9.09M 2.71% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

University of Notre Dame du Lac's MS Position: Q4 2021 in Review

University of Notre Dame du Lac sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 11,080 shares — an estimated $1.08M sold.

University of Notre Dame du Lac first reported a position in MS in Q3 2019 and held it in 2 quarters. The position peaked at $9.08M in Q3 2019. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • University of Notre Dame du Lac reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • University of Notre Dame du Lac sold 11,080 Morgan Stanley shares in Q4 2021, an estimated $1.08M.
  • University of Notre Dame du Lac first reported a position in Morgan Stanley in Q3 2019 and held it in 2 quarters.
  • University of Notre Dame du Lac's Morgan Stanley position peaked at $9.08M in Q3 2019.
  • 1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on University of Notre Dame du Lac's 13F filing for Q4 2021.