Artemis Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-149,525
| Closed | -$14.5M | – | 299 |
|
|
2021
Q3 | $14.5M | Sell |
149,525
-132,620
| -47% | -$12.9M | 0.12% | 167 |
|
|
2021
Q2 | $25.9M | Sell |
282,145
-569,038
| -67% | -$52.2M | 0.22% | 130 |
|
|
2021
Q1 | $66.1M | Buy |
851,183
+125,970
| +17% | +$9.78M | 0.63% | 45 |
|
|
2020
Q4 | $49.8M | Buy |
+725,213
| New | +$49.8M | 0.52% | 58 |
|
|
2017
Q3 | – | Sell |
-180,515
| Closed | -$8.04M | – | 228 |
|
|
2017
Q2 | $8.04M | Sell |
180,515
-35,919
| -17% | -$1.6M | 0.2% | 125 |
|
|
2017
Q1 | $9.27M | Buy |
+216,434
| New | +$9.27M | 0.25% | 93 |
|
|
2016
Q4 | – | Sell |
-60,000
| Closed | -$1.92M | – | 241 |
|
|
2016
Q3 | $1.92M | Sell |
60,000
-290,000
| -83% | -$9.29M | 0.05% | 169 |
|
|
2016
Q2 | $9.1M | Sell |
350,000
-180,000
| -34% | -$4.68M | 0.25% | 118 |
|
|
2016
Q1 | $13.3M | Buy |
530,000
+230,000
| +77% | +$5.75M | 0.33% | 71 |
|
|
2015
Q4 | $9.54M | Sell |
300,000
-150,000
| -33% | -$4.77M | 0.24% | 105 |
|
|
2015
Q3 | $14.2M | Buy |
450,000
+130,000
| +41% | +$4.09M | 0.42% | 52 |
|
|
2015
Q2 | $12.4M | Buy |
+320,000
| New | +$12.4M | 0.4% | 55 |
|