Wellcome Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $272M | Sell |
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|
2019
Q4 | $443M | Hold |
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|
2019
Q3 | $370M | Hold |
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|
2019
Q2 | $380M | Hold |
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|
2019
Q1 | $366M | Buy |
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|
2018
Q4 | $335M | Hold |
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|
2018
Q3 | $394M | Hold |
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|
2018
Q2 | $401M | Hold |
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|
2018
Q1 | $456M | Hold |
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|
2017
Q4 | $443M | Hold |
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|
2017
Q3 | $407M | Hold |
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|
2017
Q2 | $377M | Hold |
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|
2017
Q1 | $362M | Hold |
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|
2016
Q4 | $357M | Hold |
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|
2016
Q3 | $271M | Hold |
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|
2016
Q2 | $220M | Buy |
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|
2016
Q1 | $209M | Buy |
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|
2015
Q4 | $242M | Buy |
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|
2015
Q3 | $233M | Buy |
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|
2015
Q2 | $272M | Buy |
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|
2015
Q1 | $243M | Hold |
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|
2014
Q4 | $264M | Hold |
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|
2014
Q3 | $235M | Buy |
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|
2014
Q2 | $210M | Hold |
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|
2014
Q1 | $203M | Buy |
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|
2013
Q4 | $191M | Hold |
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|
2013
Q3 | $164M | Buy |
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|
2013
Q2 | $132M | Buy |
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