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 |
-30,000
| Closed | -$2.28M | – | 1830 |
|
|
2022
Q2 | $2.28M | Buy |
+30,000
| New | +$2.46M | 0.02% | 577 |
|
|
2022
Q1 | – | Sell |
-70,000
| Closed | -$6.87M | – | 1810 |
|
|
2021
Q4 | $6.87M | Buy |
70,000
+20,000
| +40% | +$1.99M | 0.04% | 369 |
|
|
2021
Q3 | $4.87M | Hold |
50,000
| – | – | 0.04% | 441 |
|
|
2021
Q2 | $4.58M | Hold |
50,000
| – | – | 0.03% | 494 |
|
|
2021
Q1 | $3.88M | Sell |
50,000
-22,500
| -31% | -$1.72M | 0.03% | 460 |
|
|
2020
Q4 | $4.97M | Buy |
72,500
+63,900
| +743% | +$3.67M | 0.04% | 414 |
|
|
2020
Q3 | $416K | Buy |
8,600
+1,100
| +15% | +$55.4K | ﹤0.01% | 1029 |
|
|
2020
Q2 | $362 | Sell |
7,500
-1,500
| -17% | -$63K | ﹤0.01% | 980 |
|
|
2020
Q1 | $306K | Sell |
9,000
-116,100
| -93% | -$5.47M | ﹤0.01% | 1514 |
|
|
2019
Q4 | $6.39M | Buy |
125,100
+74,800
| +149% | +$3.54M | 0.05% | 409 |
|
|
2019
Q3 | $2.15M | Buy |
50,300
+34,700
| +222% | +$1.48M | 0.02% | 1041 |
|
|
2019
Q2 | $683K | Buy |
15,600
+5,400
| +53% | +$241K | 0.01% | 1508 |
|
|
2019
Q1 | $430K | Sell |
10,200
-2,700
| -21% | -$114K | ﹤0.01% | 1656 |
|
|
2018
Q4 | $511K | Buy |
12,900
+6,300
| +95% | +$275K | ﹤0.01% | 1456 |
|
|
2018
Q3 | $307K | Sell |
6,600
-106,000
| -94% | -$5.18M | ﹤0.01% | 1861 |
|
|
2018
Q2 | $5.34M | Buy |
112,600
+68,300
| +154% | +$3.57M | 0.03% | 489 |
|
|
2018
Q1 | $2.39M | Buy |
44,300
+16,800
| +61% | +$930K | 0.01% | 779 |
|
|
2017
Q4 | $1.44M | Sell |
27,500
-52,500
| -66% | -$2.65M | 0.01% | 1152 |
|
|
2017
Q3 | $3.85M | Sell |
80,000
-131,100
| -62% | -$6.08M | 0.03% | 635 |
|
|
2017
Q2 | $9.41M | Buy |
211,100
+99,200
| +89% | +$4.28M | 0.06% | 289 |
|
|
2017
Q1 | $4.79M | Sell |
111,900
-324,000
| -74% | -$14.4M | 0.04% | 516 |
|
|
2016
Q4 | $18.4M | Sell |
435,900
-130,600
| -23% | -$4.94M | 0.1% | 178 |
|
|
2016
Q3 | $18.2M | Buy |
566,500
+368,200
| +186% | +$11M | 0.09% | 168 |
|
|
2016
Q2 | $5.15M | Sell |
198,300
-137,800
| -41% | -$3.6M | 0.02% | 489 |
|
|
2016
Q1 | $8.41M | Buy |
336,100
+176,400
| +110% | +$4.5M | 0.05% | 302 |
|
|
2015
Q4 | $5.08M | Buy |
159,700
+118,600
| +289% | +$3.94M | 0.03% | 464 |
|
|
2015
Q3 | $1.29M | Sell |
41,100
-8,900
| -18% | -$324K | 0.01% | 1100 |
|
|
2015
Q2 | $1.94M | Sell |
50,000
-48,800
| -49% | -$1.86M | 0.01% | 930 |
|
|
2015
Q1 | $3.53M | Buy |
+98,800
| New | +$3.54M | 0.02% | 547 |
|
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.