Pzena Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
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|
2025
Q1 | $89M | Buy |
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|
2024
Q4 | $94.2M | Sell |
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|
2024
Q3 | $78.2M | Buy |
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|
2024
Q2 | $72.9M | Sell |
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|
2024
Q1 | $70.8M | Buy |
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|
2023
Q4 | $69.9M | Buy |
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|
2023
Q3 | $61.2M | Sell |
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|
2023
Q2 | $64.1M | Sell |
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|
2023
Q1 | $66.2M | Sell |
|
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|
2022
Q4 | $64.5M | Sell |
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|
2022
Q3 | $60.3M | Sell |
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|
2022
Q2 | $59.2M | Sell |
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|
2022
Q1 | $72.8M | Sell |
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|
2021
Q4 | $100M | Sell |
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|
2021
Q3 | $171M | Sell |
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|
2021
Q2 | $221M | Sell |
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|
2021
Q1 | $258M | Sell |
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|
2020
Q4 | $341M | Sell |
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|
2020
Q3 | $299M | Sell |
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|
2020
Q2 | $357M | Sell |
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|
2020
Q1 | $288M | Sell |
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|
2019
Q4 | $445M | Buy |
|
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|
2019
Q3 | $368M | Sell |
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|
2019
Q2 | $390M | Sell |
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|
2019
Q1 | $379M | Sell |
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|
2018
Q4 | $367M | Buy |
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|
2018
Q3 | $377M | Sell |
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|
2018
Q2 | $391M | Buy |
|
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|
2018
Q1 | $442M | Sell |
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|
2017
Q4 | $457M | Sell |
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|
2017
Q3 | $435M | Sell |
|
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|
2017
Q2 | $406M | Sell |
|
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|
2017
Q1 | $395M | Sell |
|
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|
2016
Q4 | $421M | Sell |
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|
2016
Q3 | $364M | Sell |
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|
2016
Q2 | $335M | Buy |
|
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|
2016
Q1 | $316M | Buy |
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|
2015
Q4 | $302M | Sell |
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|
2015
Q3 | $305M | Sell |
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|
2015
Q2 | $383M | Sell |
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|
2015
Q1 | $395M | Sell |
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|
2014
Q4 | $449M | Sell |
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|
2014
Q3 | $434M | Sell |
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|
2014
Q2 | $419M | Buy |
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|
2014
Q1 | $383M | Sell |
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|
2013
Q4 | $392M | Sell |
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|
2013
Q3 | $343M | Sell |
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|
2013
Q2 | $324M | Buy |
|