Russell Clark Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20,000
| Closed | -$1.83M | – | 53 |
|
|
2021
Q2 | $1.83M | Hold |
20,000
| – | – | 1.38% | 24 |
|
|
2021
Q1 | $1.55M | Buy |
+20,000
| New | +$1.55M | 1.26% | 28 |
|
|
2020
Q1 | – | Sell |
-63,200
| Closed | -$3.23M | – | 42 |
|
|
2019
Q4 | $3.23M | Hold |
63,200
| – | – | 2.52% | 12 |
|
|
2019
Q3 | $2.7M | Hold |
63,200
| – | – | 2.14% | 13 |
|
|
2019
Q2 | $2.77M | Hold |
63,200
| – | – | 1.77% | 11 |
|
|
2019
Q1 | $2.67M | Buy |
63,200
+3,900
| +7% | +$165K | 0.92% | 20 |
|
|
2018
Q4 | $2.35M | Sell |
59,300
-62,700
| -51% | -$2.49M | 0.85% | 22 |
|
|
2018
Q3 | $5.68M | Sell |
122,000
-78,400
| -39% | -$3.65M | 1.34% | 20 |
|
|
2018
Q2 | $9.5M | Buy |
200,400
+35,000
| +21% | +$1.66M | 1.86% | 21 |
|
|
2018
Q1 | $8.93M | Buy |
165,400
+45,400
| +38% | +$2.45M | 1.78% | 22 |
|
|
2017
Q4 | $6.3M | Hold |
120,000
| – | – | 1.33% | 25 |
|
|
2017
Q3 | $5.78M | Buy |
+120,000
| New | +$5.78M | 1.28% | 28 |
|