Zions Bancorporation’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.74M | Sell |
37,728
-4,149
| -10% | -$511K | 0.3% | 75 |
|
|
2024
Q3 | $4.37M | Buy |
41,877
+37,356
| +826% | +$3.76M | 0.32% | 69 |
|
|
2024
Q2 | $439K | Sell |
4,521
-487
| -10% | -$46.4K | 0.04% | 253 |
|
|
2024
Q1 | $472K | Buy |
5,008
+852
| +21% | +$75K | 0.03% | 261 |
|
|
2023
Q4 | $388K | Sell |
4,156
-305
| -7% | -$24.4K | 0.03% | 269 |
|
|
2023
Q3 | $364K | Sell |
4,461
-29
| -0.6% | -$2.52K | 0.03% | 263 |
|
|
2023
Q2 | $383K | Sell |
4,490
-26
| -0.6% | -$2.22K | 0.03% | 263 |
|
|
2023
Q1 | $397K | Sell |
4,516
-1,697
| -27% | -$158K | 0.03% | 259 |
|
|
2022
Q4 | $528K | Buy |
6,213
+703
| +13% | +$59.9K | 0.04% | 241 |
|
|
2022
Q3 | $435K | Sell |
5,510
-1,526
| -22% | -$129K | 0.05% | 244 |
|
|
2022
Q2 | $535K | Buy |
7,036
+79
| +1% | +$6.47K | 0.05% | 230 |
|
|
2022
Q1 | $608K | Buy |
6,957
+2,660
| +62% | +$257K | 0.05% | 222 |
|
|
2021
Q4 | $422K | Buy |
4,297
+23
| +0.5% | +$2.29K | 0.04% | 247 |
|
|
2021
Q3 | $416K | Buy |
4,274
+1,354
| +46% | +$134K | 0.04% | 227 |
|
|
2021
Q2 | $268K | Sell |
2,920
-537
| -16% | -$46K | 0.03% | 267 |
|
|
2021
Q1 | $268K | Buy |
3,457
+759
| +28% | +$58.2K | 0.03% | 239 |
|
|
2020
Q4 | $185K | Buy |
2,698
+339
| +14% | +$19.5K | 0.02% | 267 |
|
|
2020
Q3 | $114K | Buy |
2,359
+493
| +26% | +$24.8K | 0.02% | 280 |
|
|
2020
Q2 | $90K | Sell |
1,866
-73
| -4% | -$3.07K | 0.01% | 282 |
|
|
2020
Q1 | $66K | Sell |
1,939
-584
| -23% | -$27.5K | 0.01% | 297 |
|
|
2019
Q4 | $129K | Sell |
2,523
-92
| -4% | -$4.36K | 0.02% | 291 |
|
|
2019
Q3 | $112K | Buy |
2,615
+80
| +3% | +$3.42K | 0.02% | 324 |
|
|
2019
Q2 | $111K | Sell |
2,535
-181
| -7% | -$8.07K | 0.02% | 294 |
|
|
2019
Q1 | $115K | Buy |
+2,716
| New | +$114K | 0.02% | 293 |
|
|
2018
Q1 | – | Sell |
-2,604
| Closed | -$137K | – | 631 |
|
|
2017
Q4 | $137K | Buy |
2,604
+141
| +6% | +$7.13K | 0.02% | 200 |
|
|
2017
Q3 | $119K | Buy |
2,463
+1,571
| +176% | +$72.9K | 0.02% | 368 |
|
|
2017
Q2 | $40K | Sell |
892
-291
| -25% | -$12.5K | 0.01% | 229 |
|
|
2017
Q1 | $52K | Sell |
1,183
-483
| -29% | -$21.4K | 0.01% | 193 |
|
|
2016
Q4 | $70K | Sell |
1,666
-24
| -1% | -$908 | 0.01% | 201 |
|
|
2016
Q3 | $52K | Sell |
1,690
-688
| -29% | -$20.5K | 0.01% | 226 |
|
|
2016
Q2 | $63K | Buy |
2,378
+795
| +50% | +$20.8K | 0.01% | 195 |
|
|
2016
Q1 | $41K | Sell |
1,583
-948
| -37% | -$24.2K | 0.01% | 275 |
|
|
2015
Q4 | $67K | Buy |
2,531
+847
| +50% | +$28.1K | 0.01% | 182 |
|
|
2015
Q3 | $57K | Buy |
1,684
+996
| +145% | +$36.3K | 0.01% | 200 |
|
|
2015
Q2 | $27K | Sell |
688
-1,359
| -66% | -$51.7K | ﹤0.01% | 195 |
|
|
2015
Q1 | $74K | Buy |
+2,047
| New | +$73.4K | 0.01% | 186 |
|
Other funds holding MS
Zions Bancorporation's MS Position: Q4 2024 in Review
Zions Bancorporation reduced its Morgan Stanley (MS) stake by 9.9% in Q4 2024, selling an estimated $511K and leaving 37,728 shares worth $4.74M. The position accounts for 0.3% of the portfolio, ranked #75.
Zions Bancorporation first reported a position in MS in Q1 2015 and has held it in 36 quarters since. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.
- Zions Bancorporation held 37,728 shares of Morgan Stanley worth $4.74M as of Q4 2024.
- Zions Bancorporation sold 4,149 Morgan Stanley shares in Q4 2024, an estimated $511K.
- Morgan Stanley made up 0.3% of Zions Bancorporation's portfolio in Q4 2024, its #75 holding.
- Zions Bancorporation first reported a position in Morgan Stanley in Q1 2015 and has held it in 36 quarters since.
- 2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.