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Weil Company’s Morgan Stanley MS Stock Holding History

Weil 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
2021
Q1 		– Sell
-5,468
Closed -$375K – 150
2020
Q4 		$375K Buy
+5,468
New +$314K 0.22% 88
2020
Q1 		– Sell
-12,934
Closed -$661K – 113
2019
Q4 		$661K Buy
12,934
+201
+2% +$9.51K 0.51% 41
2019
Q3 		$543K Buy
+12,733
New +$544K 0.4% 49

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Weil Company's MS Position: Q1 2021 in Review

Weil Company sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 5,468 shares — an estimated $375K sold.

Weil Company first reported a position in MS in Q3 2019 and held it in 3 quarters. The position peaked at $661K in Q4 2019. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Weil Company reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • Weil Company sold 5,468 Morgan Stanley shares in Q1 2021, an estimated $375K.
  • Weil Company first reported a position in Morgan Stanley in Q3 2019 and held it in 3 quarters.
  • Weil Company's Morgan Stanley position peaked at $661K in Q4 2019.
  • 1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Weil Company's 13F filing for Q1 2021, filed 12 May 2021.