Systematic Financial Management’s Morgan Stanley MS Stock Holding History

Systematic Financial Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Hold
2025 Q1	$1.58M	Hold
2024 Q4	$1.7M	Hold
2024 Q3	$1.41M	Hold
2024 Q2	$1.31M	Hold
2024 Q1	$1.27M	Hold
2023 Q4	$1.26M	Hold
2023 Q3	$1.1M	Hold
2023 Q2	$1.15M	Hold
2023 Q1	$1.19M	Hold
2022 Q4	$1.15M	Hold
2022 Q3	$1.07M	Hold
2022 Q2	$1.03M	Hold
2022 Q1	$1.18M	Hold
2021 Q4	$1.32M	Hold
2021 Q3	$1.31M	Hold
2021 Q2	$1.24M	Hold
2021 Q1	$1.05M	Hold
2020 Q4	$925K	Hold
2020 Q3	$653K	Hold
2020 Q2	$652K	Hold
2020 Q1	$459K	Hold
2019 Q4	$690K	Sell
2019 Q3	$617K	Sell
2019 Q2	$2.95M	Sell
2019 Q1	$3.28M	Sell
2018 Q4	$3.55M	Sell
2018 Q3	$4.76M	Sell
2018 Q2	$4.94M	Sell
2018 Q1	$5.63M	Sell
2017 Q4	$5.48M	Sell
2017 Q3	$5.3M	Buy
2017 Q2	$4.81M	Sell
2017 Q1	$4.87M	Sell
2016 Q4	$10.3M	Buy
2016 Q3	$433K	Hold
2016 Q2	$350K	Hold
2016 Q1	$337K	Hold
2015 Q4	$429K	Hold
2015 Q3	$425K	Hold
2015 Q2	$523K	Hold
2015 Q1	$481K	Sell
2014 Q4	$1.6M	Sell
2014 Q3	$16M	Sell
2014 Q2	$15.3M	Sell
2014 Q1	$16.4M	Buy
2013 Q4	$423K	Hold
2013 Q3	$363K	Hold
2013 Q2	$329K	Buy