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Systematic Financial Management’s Morgan Stanley MS Stock Holding History

Systematic Financial Management’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.9M Hold
13,500
– – 0.05% 184
2025
Q1 		$1.58M Hold
13,500
– – 0.04% 187
2024
Q4 		$1.7M Hold
13,500
– – 0.04% 191
2024
Q3 		$1.41M Hold
13,500
– – 0.04% 194
2024
Q2 		$1.31M Hold
13,500
– – 0.04% 194
2024
Q1 		$1.27M Hold
13,500
– – 0.04% 196
2023
Q4 		$1.26M Hold
13,500
– – 0.04% 187
2023
Q3 		$1.1M Hold
13,500
– – 0.04% 186
2023
Q2 		$1.15M Hold
13,500
– – 0.04% 182
2023
Q1 		$1.19M Hold
13,500
– – 0.04% 177
2022
Q4 		$1.15M Hold
13,500
– – 0.04% 180
2022
Q3 		$1.07M Hold
13,500
– – 0.04% 170
2022
Q2 		$1.03M Hold
13,500
– – 0.04% 181
2022
Q1 		$1.18M Hold
13,500
– – 0.04% 174
2021
Q4 		$1.33M Hold
13,500
– – 0.04% 156
2021
Q3 		$1.31M Hold
13,500
– – 0.04% 154
2021
Q2 		$1.24M Hold
13,500
– – 0.04% 157
2021
Q1 		$1.05M Hold
13,500
– – 0.04% 155
2020
Q4 		$925K Hold
13,500
– – 0.04% 160
2020
Q3 		$653K Hold
13,500
– – 0.04% 164
2020
Q2 		$652K Hold
13,500
– – 0.03% 164
2020
Q1 		$459K Hold
13,500
– – 0.03% 186
2019
Q4 		$690K Sell
13,500
-953
-7% -$48.7K 0.03% 208
2019
Q3 		$617K Sell
14,453
-52,983
-79% -$2.26M 0.03% 187
2019
Q2 		$2.95M Sell
67,436
-10,291
-13% -$451K 0.11% 162
2019
Q1 		$3.28M Sell
77,727
-11,872
-13% -$501K 0.11% 207
2018
Q4 		$3.55M Sell
89,599
-12,725
-12% -$505K 0.11% 221
2018
Q3 		$4.77M Sell
102,324
-1,903
-2% -$88.6K 0.12% 232
2018
Q2 		$4.94M Sell
104,227
-136
-0.1% -$6.45K 0.12% 222
2018
Q1 		$5.63M Sell
104,363
-125
-0.1% -$6.74K 0.12% 220
2017
Q4 		$5.48M Sell
104,488
-5,467
-5% -$287K 0.11% 212
2017
Q3 		$5.3M Buy
109,955
+2,043
+2% +$98.4K 0.11% 202
2017
Q2 		$4.81M Sell
107,912
-5,715
-5% -$255K 0.09% 252
2017
Q1 		$4.87M Sell
113,627
-128,972
-53% -$5.53M 0.09% 253
2016
Q4 		$10.3M Buy
242,599
+229,099
+1,697% +$9.68M 0.16% 186
2016
Q3 		$433K Hold
13,500
– – 0.01% 564
2016
Q2 		$350K Hold
13,500
– – ﹤0.01% 562
2016
Q1 		$337K Hold
13,500
– – ﹤0.01% 549
2015
Q4 		$429K Hold
13,500
– – ﹤0.01% 566
2015
Q3 		$425K Hold
13,500
– – ﹤0.01% 598
2015
Q2 		$523K Hold
13,500
– – ﹤0.01% 630
2015
Q1 		$481K Sell
13,500
-27,858
-67% -$993K ﹤0.01% 621
2014
Q4 		$1.6M Sell
41,358
-420,656
-91% -$16.3M 0.01% 594
2014
Q3 		$16M Sell
462,014
-11,331
-2% -$392K 0.12% 174
2014
Q2 		$15.3M Sell
473,345
-52,338
-10% -$1.69M 0.1% 210
2014
Q1 		$16.4M Buy
525,683
+512,183
+3,794% +$16M 0.11% 194
2013
Q4 		$423K Hold
13,500
– – ﹤0.01% 609
2013
Q3 		$363K Hold
13,500
– – ﹤0.01% 610
2013
Q2 		$329K Buy
+13,500
New +$329K ﹤0.01% 601