Vectors Research Management’s Morgan Stanley MS Stock Holding History

Vectors Research 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 Q3	–	Sell	-1,503	Closed	-$114K	–	351
2022 Q2	$114K	Hold	1,503	–	–	0.03%	166
2022 Q1	$131K	Hold	1,503	–	–	0.03%	164
2021 Q4	$148K	Hold	1,503	–	–	0.03%	181
2021 Q3	$146K	Hold	1,503	–	–	0.03%	174
2021 Q2	$138K	Hold	1,503	–	–	0.04%	174
2021 Q1	$117K	Buy	1,503 +1,375	+1,074%	+$105K	0.03%	179
2020 Q4	$9K	Hold	128	–	–	﹤0.01%	339
2020 Q3	$6K	Hold	128	–	–	﹤0.01%	329
2020 Q2	$6K	Hold	128	–	–	﹤0.01%	334
2020 Q1	$4K	Sell	128 -424	-77%	-$20K	﹤0.01%	379
2019 Q4	$28K	Sell	552 -3,589,448	-100%	-$170M	0.01%	232
2019 Q3	$3.65M	Buy	3,590,000 +3,589,448	+650,262%	+$153M	1.79%	16
2019 Q2	$24K	Hold	552	–	–	0.01%	207
2019 Q1	$23K	Hold	552	–	–	0.01%	211
2018 Q4	$22K	Hold	552	–	–	0.01%	307
2018 Q3	$26K	Buy	+552	New	+$27K	0.02%	224

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Vectors Research Management's MS Position: Q3 2022 in Review

Vectors Research Management sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 1,503 shares — an estimated $114K sold.

Vectors Research Management first reported a position in MS in Q3 2018 and held it in 16 quarters. The position peaked at $3.65M in Q3 2019. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Vectors Research Management reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 1,503 Morgan Stanley shares in Q3 2022, an estimated $114K.
Vectors Research Management first reported a position in Morgan Stanley in Q3 2018 and held it in 16 quarters.
Vectors Research Management's Morgan Stanley position peaked at $3.65M in Q3 2019.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.