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Wellcome Trust’s Morgan Stanley MS Stock Holding History

Wellcome Trust’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
2020
Q2 		– Sell
-8,000,000
Closed -$272M – 24
2020
Q1 		$272M Sell
8,000,000
-670,000
-8% -$31.6M 4.86% 9
2019
Q4 		$443M Hold
8,670,000
– – 5.94% 6
2019
Q3 		$370M Hold
8,670,000
– – 5.86% 7
2019
Q2 		$380M Hold
8,670,000
– – 5.9% 7
2019
Q1 		$366M Buy
8,670,000
+220,000
+3% +$9.26M 5.92% 7
2018
Q4 		$335M Hold
8,450,000
– – 6.34% 7
2018
Q3 		$394M Hold
8,450,000
– – 6.22% 7
2018
Q2 		$401M Hold
8,450,000
– – 6.42% 6
2018
Q1 		$456M Hold
8,450,000
– – 6.86% 7
2017
Q4 		$443M Hold
8,450,000
– – 6.7% 7
2017
Q3 		$407M Hold
8,450,000
– – 6.5% 7
2017
Q2 		$377M Hold
8,450,000
– – 6.41% 7
2017
Q1 		$362M Hold
8,450,000
– – 6.52% 6
2016
Q4 		$357M Hold
8,450,000
– – 7.14% 5
2016
Q3 		$271M Hold
8,450,000
– – 5.66% 8
2016
Q2 		$220M Buy
8,450,000
+95,000
+1% +$2.48M 4.99% 10
2016
Q1 		$209M Buy
8,355,000
+755,000
+10% +$19.3M 4.63% 11
2015
Q4 		$242M Buy
7,600,000
+200,000
+3% +$6.65M 4.82% 9
2015
Q3 		$233M Buy
7,400,000
+400,000
+6% +$14.6M 5.16% 6
2015
Q2 		$272M Buy
7,000,000
+200,000
+3% +$7.61M 5.49% 6
2015
Q1 		$243M Hold
6,800,000
– – 5.21% 6
2014
Q4 		$264M Hold
6,800,000
– – 5.44% 6
2014
Q3 		$235M Buy
6,800,000
+300,000
+5% +$10M 4.87% 8
2014
Q2 		$210M Hold
6,500,000
– – 5.06% 8
2014
Q1 		$203M Buy
6,500,000
+400,000
+7% +$12.4M 4.99% 8
2013
Q4 		$191M Hold
6,100,000
– – 5.07% 9
2013
Q3 		$164M Buy
6,100,000
+700,000
+13% +$18.8M 5.41% 9
2013
Q2 		$132M Buy
+5,400,000
New +$128M 4.67% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellcome Trust's MS Position: Q2 2020 in Review

Wellcome Trust sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 8,000,000 shares — an estimated $272M sold.

Wellcome Trust first reported a position in MS in Q2 2013 and held it in 28 quarters. The position peaked at $456M in Q1 2018. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • Wellcome Trust reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • Wellcome Trust sold 8,000,000 Morgan Stanley shares in Q2 2020, an estimated $272M.
  • Wellcome Trust first reported a position in Morgan Stanley in Q2 2013 and held it in 28 quarters.
  • Wellcome Trust's Morgan Stanley position peaked at $456M in Q1 2018.
  • 1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Wellcome Trust's 13F filing for Q2 2020, filed 10 Jul 2020.