ValueAct Holdings’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $568M | Sell |
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|
2020
Q3 | $556M | Sell |
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|
2020
Q2 | $688M | Hold |
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|
2020
Q1 | $485M | Sell |
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|
2019
Q4 | $767M | Sell |
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|
2019
Q3 | $949M | Sell |
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|
2019
Q2 | $1.15B | Hold |
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|
2019
Q1 | $1.11B | Hold |
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|
2018
Q4 | $1.04B | Buy |
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|
2018
Q3 | $969M | Buy |
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|
2018
Q2 | $887M | Buy |
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|
2018
Q1 | $969M | Hold |
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|
2017
Q4 | $942M | Buy |
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|
2017
Q3 | $862M | Hold |
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|
2017
Q2 | $797M | Hold |
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|
2017
Q1 | $766M | Sell |
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|
2016
Q4 | $1.14B | Sell |
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|
2016
Q3 | $1.34B | Buy |
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|
2016
Q2 | $987M | Buy |
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