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Van Leeuwen & Company’s Morgan Stanley MS Stock Holding History

Van Leeuwen & Company’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
2024
Q1 		$1.09M Buy
11,550
+164
+1% +$14.4K 0.55% 58
2023
Q4 		$1.06M Buy
+11,386
New +$911K 0.62% 59
2022
Q2 		– Sell
-12,885
Closed -$1.13M – 63
2022
Q1 		$1.13M Sell
12,885
-13,984
-52% -$1.35M 0.83% 38
2021
Q4 		$2.64M Sell
26,869
-611
-2% -$60.9K 1.48% 27
2021
Q3 		$2.67M Buy
+27,480
New +$2.72M 1.64% 20

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

Van Leeuwen & Company's MS Position: Q1 2024 in Review

Van Leeuwen & Company increased its Morgan Stanley (MS) stake by 1.4% in Q1 2024, buying an estimated $14.4K and bringing the position to 11,550 shares worth $1.09M. The position accounts for 0.55% of the portfolio, ranked #58.

Van Leeuwen & Company first reported a position in MS in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.67M in Q3 2021. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Van Leeuwen & Company held 11,550 shares of Morgan Stanley worth $1.09M as of Q1 2024.
  • Van Leeuwen & Company bought 164 Morgan Stanley shares in Q1 2024, an estimated $14.4K.
  • Morgan Stanley made up 0.55% of Van Leeuwen & Company's portfolio in Q1 2024, its #58 holding.
  • Van Leeuwen & Company first reported a position in Morgan Stanley in Q3 2021 and has held it in 5 quarters since.
  • Van Leeuwen & Company's Morgan Stanley position peaked at $2.67M in Q3 2021.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.