QS Investors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.13M | Buy |
23,259
+1,958
| +9% | +$168K | 0.03% | 345 |
|
|
2021
Q1 | $1.66M | Sell |
21,301
-1,071
| -5% | -$82.1K | 0.02% | 393 |
|
|
2020
Q4 | $1.53M | Sell |
22,372
-3,908
| -15% | -$224K | 0.02% | 398 |
|
|
2020
Q3 | $1.27M | Sell |
26,280
-856
| -3% | -$43.1K | 0.02% | 395 |
|
|
2020
Q2 | $1.31M | Sell |
27,136
-3,079
| -10% | -$129K | 0.02% | 643 |
|
|
2020
Q1 | $1.03M | Sell |
30,215
-505
| -2% | -$23.8K | 0.02% | 658 |
|
|
2019
Q4 | $1.6M | Buy |
30,720
+1,358
| +5% | +$64.3K | 0.02% | 652 |
|
|
2019
Q3 | $1.25M | Buy |
29,362
+47
| +0.2% | +$2.01K | 0.01% | 711 |
|
|
2019
Q2 | $1.28M | Buy |
29,315
+1,100
| +4% | +$49.1K | 0.01% | 728 |
|
|
2019
Q1 | $1.19M | Sell |
28,215
-67
| -0.2% | -$2.82K | 0.01% | 765 |
|
|
2018
Q4 | $1.12M | Hold |
28,282
| – | – | 0.01% | 738 |
|
|
2018
Q3 | $1.32M | Buy |
28,282
+1,928
| +7% | +$94.1K | 0.01% | 743 |
|
|
2018
Q2 | $1.25M | Sell |
26,354
-21
| -0.1% | -$1.1K | 0.01% | 731 |
|
|
2018
Q1 | $1.42M | Hold |
26,375
| – | – | 0.01% | 687 |
|
|
2017
Q4 | $1.38M | Sell |
26,375
-890
| -3% | -$45K | 0.01% | 718 |
|
|
2017
Q3 | $1.31M | Sell |
27,265
-78,010
| -74% | -$3.62M | 0.01% | 737 |
|
|
2017
Q2 | $4.69M | Sell |
105,275
-64,562
| -38% | -$2.78M | 0.04% | 332 |
|
|
2017
Q1 | $7.28M | Buy |
169,837
+33,804
| +25% | +$1.5M | 0.06% | 199 |
|
|
2016
Q4 | $5.75M | Buy |
136,033
+73,398
| +117% | +$2.78M | 0.05% | 299 |
|
|
2016
Q3 | $2.01M | Sell |
62,635
-13
| -0% | -$388 | 0.02% | 649 |
|
|
2016
Q2 | $1.63M | Sell |
62,648
-4,389
| -7% | -$115K | 0.01% | 681 |
|
|
2016
Q1 | $1.68M | Buy |
67,037
+2,709
| +4% | +$69.1K | 0.02% | 673 |
|
|
2015
Q4 | $2.05M | Sell |
64,328
-97,935
| -60% | -$3.25M | 0.02% | 658 |
|
|
2015
Q3 | $5.11M | Buy |
162,263
+98,000
| +152% | +$3.57M | 0.05% | 349 |
|
|
2015
Q2 | $2.49M | Sell |
64,263
-900
| -1% | -$34.2K | 0.03% | 560 |
|
|
2015
Q1 | $2.33M | Sell |
65,163
-2,500
| -4% | -$89.7K | 0.03% | 561 |
|
|
2014
Q4 | $2.63M | Buy |
67,663
+11,385
| +20% | +$405K | 0.03% | 526 |
|
|
2014
Q3 | $1.95M | Sell |
56,278
-3,631
| -6% | -$121K | 0.05% | 244 |
|
|
2014
Q2 | $1.94M | Buy |
59,909
+44,488
| +288% | +$1.37M | 0.05% | 269 |
|
|
2014
Q1 | $481K | Hold |
15,421
| – | – | 0.01% | 456 |
|
|
2013
Q4 | $483K | Sell |
15,421
-12,437
| -45% | -$370K | 0.02% | 432 |
|
|
2013
Q3 | $751K | Sell |
27,858
-2,710
| -9% | -$72.7K | 0.03% | 373 |
|
|
2013
Q2 | $771K | Buy |
+30,568
| New | +$725K | 0.03% | 442 |
|
Other funds holding MS
QS Investors's MS Position: Q2 2021 in Review
QS Investors increased its Morgan Stanley (MS) stake by 9.2% in Q2 2021, buying an estimated $168K and bringing the position to 23,259 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #345.
QS Investors first reported a position in MS in Q2 2013 and has held it in 33 quarters since. The position peaked at $7.28M in Q1 2017. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.
- QS Investors held 23,259 shares of Morgan Stanley worth $2.13M as of Q2 2021.
- QS Investors bought 1,958 Morgan Stanley shares in Q2 2021, an estimated $168K.
- Morgan Stanley made up 0.03% of QS Investors's portfolio in Q2 2021, its #345 holding.
- QS Investors first reported a position in Morgan Stanley in Q2 2013 and has held it in 33 quarters since.
- QS Investors's Morgan Stanley position peaked at $7.28M in Q1 2017.
- 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.
Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.