Zimmermann Investment Management & Planning’s Morgan Stanley MS Stock Holding History

Zimmermann Investment Management & Planning’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
2023 Q3	–	Sell	-4,065	Closed	-$347K	–	116
2023 Q2	$347K	Buy	4,065 +1,243	+44%	+$106K	0.16%	81
2023 Q1	$248K	Buy	2,822 +380	+16%	+$35.5K	0.13%	99
2022 Q4	$208K	Sell	2,442 -269	-10%	-$22.9K	0.12%	89
2022 Q3	$214K	Sell	2,711 -4,659	-63%	-$393K	0.13%	87
2022 Q2	$561K	Buy	7,370 +603	+9%	+$49.4K	0.38%	55
2022 Q1	$591K	Buy	6,767 +399	+6%	+$38.5K	0.35%	55
2021 Q4	$625K	Buy	+6,368	New	+$634K	0.35%	49

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Zimmermann Investment Management & Planning's MS Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 4,065 shares — an estimated $347K sold.

Zimmermann Investment Management & Planning first reported a position in MS in Q4 2021 and held it in 7 quarters. The position peaked at $625K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Zimmermann Investment Management & Planning reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 4,065 Morgan Stanley shares in Q3 2023, an estimated $347K.
Zimmermann Investment Management & Planning first reported a position in Morgan Stanley in Q4 2021 and held it in 7 quarters.
Zimmermann Investment Management & Planning's Morgan Stanley position peaked at $625K in Q4 2021.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.