Coronation Fund Managers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-63,690
| Closed | -$5.2M | – | 177 |
|
2023
Q3 | $5.2M | Sell |
63,690
-3,952
| -6% | -$323K | 0.16% | 110 |
|
2023
Q2 | $5.78M | Sell |
67,642
-3,871
| -5% | -$331K | 0.16% | 105 |
|
2023
Q1 | $6.28M | Sell |
71,513
-16,426
| -19% | -$1.44M | 0.17% | 108 |
|
2022
Q4 | $7.48M | Buy |
+87,939
| New | +$7.48M | 0.21% | 94 |
|
2020
Q3 | – | Sell |
-113,340
| Closed | -$5.47M | – | 71 |
|
2020
Q2 | $5.47M | Sell |
113,340
-102,267
| -47% | -$4.94M | 0.21% | 43 |
|
2020
Q1 | $7.33M | Buy |
215,607
+15,086
| +8% | +$513K | 0.35% | 36 |
|
2019
Q4 | $10.3M | Buy |
200,521
+15,456
| +8% | +$790K | 0.35% | 48 |
|
2019
Q3 | $7.9M | Buy |
185,065
+56,028
| +43% | +$2.39M | 0.29% | 51 |
|
2019
Q2 | $5.65M | Sell |
129,037
-1,987
| -2% | -$87K | 0.21% | 63 |
|
2019
Q1 | $5.53M | Buy |
131,024
+66,439
| +103% | +$2.8M | 0.2% | 70 |
|
2018
Q4 | $2.56M | Buy |
+64,585
| New | +$2.56M | 0.12% | 56 |
|