Select Equity Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-565,262
| Closed | -$46.2M | – | 169 |
|
|
2023
Q3 | $46.2M | Buy |
+565,262
| New | +$46.2M | 0.19% | 75 |
|
|
2021
Q4 | – | Sell |
-372,032
| Closed | -$36.2M | – | 165 |
|
|
2021
Q3 | $36.2M | Sell |
372,032
-336,883
| -48% | -$32.8M | 0.12% | 85 |
|
|
2021
Q2 | $65M | Sell |
708,915
-1,719,334
| -71% | -$158M | 0.22% | 67 |
|
|
2021
Q1 | $189M | Buy |
2,428,249
+170,200
| +8% | +$13.2M | 0.69% | 42 |
|
|
2020
Q4 | $155M | Buy |
+2,258,049
| New | +$155M | 0.64% | 41 |
|
|
2020
Q3 | – | Sell |
-599,140
| Closed | -$28.9M | – | 160 |
|
|
2020
Q2 | $28.9M | Buy |
+599,140
| New | +$28.9M | 0.17% | 67 |
|
|
2020
Q1 | – | Sell |
-666,202
| Closed | -$34.1M | – | 116 |
|
|
2019
Q4 | $34.1M | Buy |
+666,202
| New | +$34.1M | 0.21% | 59 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 105 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 101 |
|