Polar Capital Holdings’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-119,189
| Closed | -$11.1M | – | 294 |
|
2023
Q4 | $11.1M | Sell |
119,189
-8,188
| -6% | -$764K | 0.07% | 185 |
|
2023
Q3 | $10.4M | Sell |
127,377
-495
| -0.4% | -$40.4K | 0.08% | 183 |
|
2023
Q2 | $10.9M | Buy |
127,872
+18,419
| +17% | +$1.57M | 0.06% | 186 |
|
2023
Q1 | $9.61M | Buy |
109,453
+9,135
| +9% | +$802K | 0.06% | 194 |
|
2022
Q4 | $8.53M | Buy |
100,318
+14,692
| +17% | +$1.25M | 0.07% | 202 |
|
2022
Q3 | $6.77K | Sell |
85,626
-23,316
| -21% | -$1.84K | 0.04% | 223 |
|
2022
Q2 | $8.29K | Buy |
108,942
+8,384
| +8% | +$638 | 0.05% | 207 |
|
2022
Q1 | $8.79K | Sell |
100,558
-37,137
| -27% | -$3.25K | 0.04% | 230 |
|
2021
Q4 | $13.5K | Buy |
137,695
+32,889
| +31% | +$3.23K | 0.05% | 203 |
|
2021
Q3 | $10.2K | Buy |
+104,806
| New | +$10.2K | 0.04% | 227 |
|