Sadoff 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $64.4M | Sell |
815,571
-16,079
| -2% | -$1.36M | 5.02% | 4 |
|
|
2022
Q2 | $63.3M | Sell |
831,650
-8,490
| -1% | -$695K | 4.75% | 4 |
|
|
2022
Q1 | $73.4M | Sell |
840,140
-117,931
| -12% | -$11.4M | 4.66% | 3 |
|
|
2021
Q4 | $94M | Sell |
958,071
-18,390
| -2% | -$1.83M | 5.51% | 2 |
|
|
2021
Q3 | $95M | Sell |
976,461
-35,334
| -3% | -$3.5M | 6.43% | 1 |
|
|
2021
Q2 | $92.8M | Sell |
1,011,795
-12,379
| -1% | -$1.06M | 6.19% | 1 |
|
|
2021
Q1 | $79.5M | Sell |
1,024,174
-116,833
| -10% | -$8.95M | 5.57% | 1 |
|
|
2020
Q4 | $78.2M | Buy |
1,141,007
+481,421
| +73% | +$27.6M | 6.13% | 1 |
|
|
2020
Q3 | $31.9M | Sell |
659,586
-16,500
| -2% | -$831K | 2.83% | 15 |
|
|
2020
Q2 | $32.7M | Sell |
676,086
-2,025
| -0.3% | -$85K | 2.93% | 14 |
|
|
2020
Q1 | $23.1M | Sell |
678,111
-25,819
| -4% | -$1.22M | 2.61% | 18 |
|
|
2019
Q4 | $36M | Buy |
703,930
+2,800
| +0.4% | +$133K | 2.83% | 17 |
|
|
2019
Q3 | $29.9M | Buy |
701,130
+1,550
| +0.2% | +$66.2K | 2.5% | 20 |
|
|
2019
Q2 | $30.6M | Buy |
699,580
+190
| +0% | +$8.47K | 2.54% | 20 |
|
|
2019
Q1 | $29.5M | Sell |
699,390
-5,450
| -0.8% | -$229K | 2.53% | 20 |
|
|
2018
Q4 | $27.9M | Sell |
704,840
-8,660
| -1% | -$378K | 2.73% | 17 |
|
|
2018
Q3 | $33.2M | Buy |
713,500
+10,500
| +1% | +$513K | 2.87% | 14 |
|
|
2018
Q2 | $33.3M | Sell |
703,000
-7,645
| -1% | -$399K | 2.88% | 16 |
|
|
2018
Q1 | $38.3M | Buy |
710,645
+2,505
| +0.4% | +$139K | 3.23% | 15 |
|
|
2017
Q4 | $37.2M | Sell |
708,140
-16,800
| -2% | -$850K | 3.03% | 15 |
|
|
2017
Q3 | $34.9M | Sell |
724,940
-840
| -0.1% | -$39K | 3.12% | 15 |
|
|
2017
Q2 | $32.3M | Buy |
725,780
+6,200
| +0.9% | +$267K | 3.07% | 17 |
|
|
2017
Q1 | $30.8M | Sell |
719,580
-6,000
| -0.8% | -$266K | 2.95% | 16 |
|
|
2016
Q4 | $30.7M | Buy |
725,580
+3,155
| +0.4% | +$119K | 3.16% | 14 |
|
|
2016
Q3 | $23.2M | Buy |
722,425
+9,960
| +1% | +$297K | 2.56% | 19 |
|
|
2016
Q2 | $18.5M | Buy |
712,465
+9,154
| +1% | +$239K | 2.21% | 22 |
|
|
2016
Q1 | $17.6M | Buy |
703,311
+5,320
| +0.8% | +$136K | 2.13% | 21 |
|
|
2015
Q4 | $22.2M | Buy |
697,991
+13,426
| +2% | +$446K | 2.56% | 20 |
|
|
2015
Q3 | $21.6M | Buy |
684,565
+14,540
| +2% | +$529K | 2.81% | 16 |
|
|
2015
Q2 | $26M | Buy |
670,025
+5,475
| +0.8% | +$208K | 2.82% | 15 |
|
|
2015
Q1 | $23.7M | Buy |
664,550
+11,350
| +2% | +$407K | 2.66% | 20 |
|
|
2014
Q4 | $25.3M | Buy |
653,200
+9,300
| +1% | +$331K | 2.95% | 15 |
|
|
2014
Q3 | $22.3M | Buy |
643,900
+11,650
| +2% | +$388K | 2.86% | 17 |
|
|
2014
Q2 | $20.4M | Buy |
632,250
+7,800
| +1% | +$240K | 2.66% | 19 |
|
|
2014
Q1 | $19.5M | Buy |
624,450
+12,050
| +2% | +$372K | 2.58% | 19 |
|
|
2013
Q4 | $19.2M | Buy |
+612,400
| New | +$18.2M | 2.66% | 19 |
|
Other funds holding MS
Sadoff Investment Management's MS Position: Q3 2022 in Review
Sadoff Investment Management reduced its Morgan Stanley (MS) stake by 1.9% in Q3 2022, selling an estimated $1.36M and leaving 815,571 shares worth $64.4M. The position accounts for 5.02% of the portfolio, ranked #4.
Sadoff Investment Management first reported a position in MS in Q4 2013 and has held it in 36 quarters since. The position peaked at $95M in Q3 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.
- Sadoff Investment Management held 815,571 shares of Morgan Stanley worth $64.4M as of Q3 2022.
- Sadoff Investment Management sold 16,079 Morgan Stanley shares in Q3 2022, an estimated $1.36M.
- Morgan Stanley made up 5.02% of Sadoff Investment Management's portfolio in Q3 2022, its #4 holding.
- Sadoff Investment Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 36 quarters since.
- Sadoff Investment Management's Morgan Stanley position peaked at $95M in Q3 2021.
- 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.
Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.