Van Lanschot Kempen Investment Management’s Morgan Stanley MS Stock Holding History

Van Lanschot Kempen Investment Management’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
2022 Q1	–	Sell	-31,509	Closed	-$3.09M	–	212
2021 Q4	$3.09M	Sell	31,509 -801	-2%	-$79.8K	0.1%	120
2021 Q3	$3.14M	Sell	32,310 -9,808	-23%	-$972K	0.11%	123
2021 Q2	$3.86M	Buy	+42,118	New	+$3.61M	0.14%	116
2019 Q4	–	Sell	-17,167	Closed	-$733K	–	207
2019 Q3	$733K	Hold	17,167	–	–	0.06%	131
2019 Q2	$752K	Sell	17,167 -11,784	-41%	-$526K	0.07%	137
2019 Q1	$1.22M	Buy	+28,951	New	+$1.22M	0.11%	123

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Van Lanschot Kempen Investment Management's MS Position: Q1 2022 in Review

Van Lanschot Kempen Investment Management sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 31,509 shares — an estimated $3.09M sold.

Van Lanschot Kempen Investment Management first reported a position in MS in Q1 2019 and held it in 6 quarters. The position peaked at $3.86M in Q2 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Van Lanschot Kempen Investment Management reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Van Lanschot Kempen Investment Management sold 31,509 Morgan Stanley shares in Q1 2022, an estimated $3.09M.
Van Lanschot Kempen Investment Management first reported a position in Morgan Stanley in Q1 2019 and held it in 6 quarters.
Van Lanschot Kempen Investment Management's Morgan Stanley position peaked at $3.86M in Q2 2021.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2022, filed 13 May 2022.