Jefferies Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,388
| Closed | -$106K | – | 1829 |
|
|
2022
Q2 | $106K | Sell |
1,388
-1,123
| -45% | -$92K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $219K | Sell |
2,511
-6,398
| -72% | -$617K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $875K | Sell |
8,909
-57,941
| -87% | -$5.77M | 0.01% | 1037 |
|
|
2021
Q3 | $6.51M | Buy |
66,850
+17,705
| +36% | +$1.75M | 0.05% | 370 |
|
|
2021
Q2 | $4.51M | Sell |
49,145
-3,784
| -7% | -$324K | 0.03% | 497 |
|
|
2021
Q1 | $4.11M | Buy |
52,929
+52,136
| +6,575% | +$4M | 0.04% | 443 |
|
|
2020
Q4 | $54.3K | Sell |
793
-2,121
| -73% | -$122K | ﹤0.01% | 1487 |
|
|
2020
Q3 | $141K | Buy |
2,914
+1,265
| +77% | +$63.7K | ﹤0.01% | 1213 |
|
|
2020
Q2 | $80 | Sell |
1,649
-20,851
| -93% | -$876K | ﹤0.01% | 1131 |
|
|
2020
Q1 | $765K | Buy |
22,500
+12,346
| +122% | +$581K | 0.01% | 1140 |
|
|
2019
Q4 | $519K | Sell |
10,154
-232,482
| -96% | -$11M | ﹤0.01% | 1790 |
|
|
2019
Q3 | $10.4M | Buy |
242,636
+143,326
| +144% | +$6.13M | 0.08% | 213 |
|
|
2019
Q2 | $4.35M | Buy |
99,310
+83,708
| +537% | +$3.73M | 0.03% | 535 |
|
|
2019
Q1 | $658K | Buy |
15,602
+7,102
| +84% | +$299K | 0.01% | 1470 |
|
|
2018
Q4 | $337K | Sell |
8,500
-18,348
| -68% | -$801K | ﹤0.01% | 1614 |
|
|
2018
Q3 | $1.25M | Sell |
26,848
-398,712
| -94% | -$19.5M | 0.01% | 1218 |
|
|
2018
Q2 | $20.2M | Buy |
425,560
+396,352
| +1,357% | +$20.7M | 0.11% | 115 |
|
|
2018
Q1 | $1.58M | Sell |
29,208
-154,288
| -84% | -$8.54M | 0.01% | 979 |
|
|
2017
Q4 | $9.63M | Sell |
183,496
-58,011
| -24% | -$2.93M | 0.05% | 317 |
|
|
2017
Q3 | $11.6M | Sell |
241,507
-315,829
| -57% | -$14.6M | 0.08% | 234 |
|
|
2017
Q2 | $24.8M | Buy |
557,336
+382,120
| +218% | +$16.5M | 0.17% | 99 |
|
|
2017
Q1 | $7.51M | Buy |
175,216
+103,170
| +143% | +$4.58M | 0.06% | 351 |
|
|
2016
Q4 | $3.04M | Buy |
72,046
+10,394
| +17% | +$393K | 0.02% | 766 |
|
|
2016
Q3 | $1.98M | Buy |
61,652
+27,660
| +81% | +$825K | 0.01% | 948 |
|
|
2016
Q2 | $883K | Sell |
33,992
-172,886
| -84% | -$4.52M | ﹤0.01% | 1196 |
|
|
2016
Q1 | $5.17M | Buy |
206,878
+117,594
| +132% | +$3M | 0.03% | 475 |
|
|
2015
Q4 | $2.84M | Sell |
89,284
-107,454
| -55% | -$3.57M | 0.02% | 711 |
|
|
2015
Q3 | $6.2M | Buy |
196,738
+190,581
| +3,095% | +$6.94M | 0.04% | 408 |
|
|
2015
Q2 | $238K | Sell |
6,157
-67,500
| -92% | -$2.57M | ﹤0.01% | 1882 |
|
|
2015
Q1 | $2.63M | Buy |
73,657
+67,600
| +1,116% | +$2.43M | 0.01% | 650 |
|
|
2014
Q4 | $235K | Sell |
6,057
-5,486
| -48% | -$195K | ﹤0.01% | 1674 |
|
|
2014
Q3 | $399K | Sell |
11,543
-9,360
| -45% | -$312K | ﹤0.01% | 1429 |
|
|
2014
Q2 | $676K | Sell |
20,903
-68,480
| -77% | -$2.11M | 0.01% | 1085 |
|
|
2014
Q1 | $2.79M | Buy |
89,383
+61,533
| +221% | +$1.9M | 0.03% | 491 |
|
|
2013
Q4 | $873K | Sell |
27,850
-31,169
| -53% | -$927K | 0.01% | 888 |
|
|
2013
Q3 | $1.59M | Sell |
59,019
-13,209
| -18% | -$354K | 0.02% | 707 |
|
|
2013
Q2 | $1.76M | Buy |
+72,228
| New | +$1.71M | 0.02% | 559 |
|
Other funds holding MS
Jefferies Group's MS Position: Q3 2022 in Review
Jefferies Group sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 1,388 shares — an estimated $106K sold.
Jefferies Group first reported a position in MS in Q2 2013 and held it in 37 quarters. The position peaked at $24.8M in Q2 2017. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.
- Jefferies Group reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
- Jefferies Group sold 1,388 Morgan Stanley shares in Q3 2022, an estimated $106K.
- Jefferies Group first reported a position in Morgan Stanley in Q2 2013 and held it in 37 quarters.
- Jefferies Group's Morgan Stanley position peaked at $24.8M in Q2 2017.
- 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.
Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.