Echo Street Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,439
| Closed | -$464K | – | 541 |
|
|
2023
Q2 | $464K | Buy |
+5,439
| New | +$464K | ﹤0.01% | 283 |
|
|
2022
Q4 | – | Sell |
-2,589
| Closed | -$205K | – | 601 |
|
|
2022
Q3 | $205K | Sell |
2,589
-539
| -17% | -$42.7K | ﹤0.01% | 487 |
|
|
2022
Q2 | $238K | Sell |
3,128
-917
| -23% | -$69.8K | ﹤0.01% | 472 |
|
|
2022
Q1 | $354K | Sell |
4,045
-4,168
| -51% | -$365K | ﹤0.01% | 480 |
|
|
2021
Q4 | $806K | Buy |
8,213
+623
| +8% | +$61.1K | 0.01% | 297 |
|
|
2021
Q3 | $739K | Buy |
7,590
+5,082
| +203% | +$495K | 0.01% | 315 |
|
|
2021
Q2 | $230K | Sell |
2,508
-4,802
| -66% | -$440K | ﹤0.01% | 533 |
|
|
2021
Q1 | $568K | Buy |
+7,310
| New | +$568K | 0.01% | 269 |
|