Morgan Stanley’s Schmitt Industries Inc SMIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,924
| Closed | -$15.4K | – | 7996 |
|
|
2022
Q4 | $15.4K | Buy |
50,924
+4
| +0% | +$5 | ﹤0.01% | 6784 |
|
|
2022
Q3 | $105K | Hold |
50,920
| – | – | ﹤0.01% | 6055 |
|
|
2022
Q2 | $199K | Sell |
50,920
-669
| -1% | -$2.98K | ﹤0.01% | 5903 |
|
|
2022
Q1 | $252K | Buy |
51,589
+1,269
| +3% | +$6.09K | ﹤0.01% | 5789 |
|
|
2021
Q4 | $276K | Hold |
50,320
| – | – | ﹤0.01% | 5889 |
|
|
2021
Q3 | $216K | Buy |
50,320
+800
| +2% | +$4.03K | ﹤0.01% | 5965 |
|
|
2021
Q2 | $272K | Buy |
49,520
+3,500
| +8% | +$20.9K | ﹤0.01% | 5861 |
|
|
2021
Q1 | $271K | Buy |
46,020
+24,020
| +109% | +$138K | ﹤0.01% | 5483 |
|
|
2020
Q4 | $117K | Buy |
+22,000
| New | +$120K | ﹤0.01% | 5848 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$4K | – | 6796 |
|
|
2019
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 6441 |
|
|
2019
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 6505 |
|
|
2019
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 6491 |
|
|
2019
Q1 | $2K | Buy |
+1,000
| New | +$2.68K | ﹤0.01% | 6484 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | – | – | 6713 |
|
|
2016
Q1 | $0 | Sell |
4
-1
| -20% | -$2 | ﹤0.01% | 6782 |
|
|
2015
Q4 | $0 | Buy |
+5
| New | +$13 | ﹤0.01% | 6852 |
|
|
2015
Q3 | – | Sell |
-5
| Closed | – | – | 6771 |
|
|
2015
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 6796 |
|
|
2015
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 6701 |
|
|
2014
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 6712 |
|
|
2014
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 6698 |
|
|
2014
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 6635 |
|
|
2014
Q1 | $0 | Buy |
+5
| New | +$13 | ﹤0.01% | 6578 |
|
Morgan Stanley's SMIT Position: Q1 2023 in Review
Morgan Stanley sold out of Schmitt Industries Inc (SMIT) in Q1 2023, closing a stake of 50,924 shares — an estimated $15.4K sold.
Morgan Stanley first reported a position in SMIT in Q1 2014 and held it in 21 quarters. The position peaked at $276K in Q4 2021. 1 fund tracked by Wall St. Rank holds SMIT as of Q1 2023.
- Morgan Stanley reported no remaining Schmitt Industries Inc position as of Q1 2023 after selling out during the quarter.
- Morgan Stanley sold 50,924 Schmitt Industries Inc shares in Q1 2023, an estimated $15.4K.
- Morgan Stanley first reported a position in Schmitt Industries Inc in Q1 2014 and held it in 21 quarters.
- Morgan Stanley's Schmitt Industries Inc position peaked at $276K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Schmitt Industries Inc as of Q1 2023.
Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.