Jacobs Levy Equity Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
73,354
+413
| +0.6% | +$58.2K | 0.04% | 299 |
|
|
2025
Q1 | $8.51M | Buy |
+72,941
| New | +$8.51M | 0.03% | 368 |
|
|
2019
Q1 | – | Sell |
-25,520
| Closed | -$1.01M | – | 1006 |
|
|
2018
Q4 | $1.01M | Sell |
25,520
-390
| -2% | -$15.5K | 0.02% | 596 |
|
|
2018
Q3 | $1.21M | Sell |
25,910
-1,140
| -4% | -$53.1K | 0.02% | 618 |
|
|
2018
Q2 | $1.28M | Buy |
+27,050
| New | +$1.28M | 0.02% | 600 |
|
|
2016
Q4 | – | Sell |
-78,300
| Closed | -$2.51M | – | 1028 |
|
|
2016
Q3 | $2.51M | Buy |
78,300
+36,500
| +87% | +$1.17M | 0.04% | 377 |
|
|
2016
Q2 | $1.09M | Buy |
41,800
+980
| +2% | +$25.5K | 0.02% | 569 |
|
|
2016
Q1 | $1.02M | Buy |
+40,820
| New | +$1.02M | 0.02% | 562 |
|
|
2015
Q3 | – | Sell |
-41,830
| Closed | -$1.62M | – | 847 |
|
|
2015
Q2 | $1.62M | Sell |
41,830
-217,090
| -84% | -$8.42M | 0.03% | 404 |
|
|
2015
Q1 | $9.24M | Buy |
+258,920
| New | +$9.24M | 0.16% | 174 |
|