Aristotle Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124M | Sell |
|
|||||
|
2025
Q2 | $112M | Hold |
|
|||||
|
2025
Q1 | $92.8M | Sell |
|
|||||
|
2024
Q4 | $102M | Sell |
|
|||||
|
2024
Q3 | $86.2M | Buy |
|
|||||
|
2024
Q2 | $79.7M | Sell |
|
|||||
|
2024
Q1 | $87.3M | Hold |
|
|||||
|
2023
Q4 | $86.4M | Buy |
|
|||||
|
2023
Q3 | $67M | Hold |
|
|||||
|
2023
Q2 | $70M | Hold |
|
|||||
|
2023
Q1 | $72M | Sell |
|
|||||
|
2022
Q4 | $70M | Buy |
|
|||||
|
2022
Q3 | $64.8M | Sell |
|
|||||
|
2022
Q2 | $62.5M | Sell |
|
|||||
|
2022
Q1 | $71.8M | Sell |
|
|||||
|
2021
Q4 | $81.6M | Hold |
|
|||||
|
2021
Q3 | $80.9M | Sell |
|
|||||
|
2021
Q2 | $76.2M | Hold |
|
|||||
|
2021
Q1 | $64.5M | Hold |
|
|||||
|
2020
Q4 | $57M | Sell |
|
|||||
|
2020
Q3 | $40.2M | Sell |
|
|||||
|
2020
Q2 | $40.2M | Buy |
|
|||||
|
2020
Q1 | $28.2M | Buy |
|
|||||
|
2019
Q4 | $37.9M | Buy |
|
|||||
|
2019
Q3 | $31.6M | Buy |
|
|||||
|
2019
Q2 | $32.3M | Sell |
|
|||||
|
2019
Q1 | $31.1M | Buy |
|
|||||
|
2018
Q4 | $28.9M | Hold |
|
|||||
|
2018
Q3 | $34M | Hold |
|
|||||
|
2018
Q2 | $34.6M | Hold |
|
|||||
|
2018
Q1 | $39.4M | Hold |
|
|||||
|
2017
Q4 | $38.3M | Hold |
|
|||||
|
2017
Q3 | $35.2M | Hold |
|
|||||
|
2017
Q2 | $32.5M | Hold |
|
|||||
|
2017
Q1 | $31.3M | Hold |
|
|||||
|
2016
Q4 | $30.8M | Hold |
|
|||||
|
2016
Q3 | $23.4M | Hold |
|
|||||
|
2016
Q2 | $19M | Hold |
|
|||||
|
2016
Q1 | $18.3M | Buy |
|
|||||
|
2015
Q4 | $20.7M | Buy |
|
|||||
|
2015
Q3 | $16.4M | Hold |
|
|||||
|
2015
Q2 | $20.2M | Buy |
|
|||||
|
2015
Q1 | $17.8M | Hold |
|
|||||
|
2014
Q4 | $19.4M | Hold |
|
|||||
|
2014
Q3 | $17.3M | Hold |
|
|||||
|
2014
Q2 | $16.2M | Buy |
|
|||||
|
2014
Q1 | $14.8M | Hold |
|
|||||
|
2013
Q4 | $14.9M | Hold |
|
|||||
|
2013
Q3 | $12.8M | Hold |
|
|||||
|
2013
Q2 | $11.6M | Buy |
|