Winslow Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110,315
| Closed | -$10.3M | – | 61 |
|
|
2023
Q4 | $10.3M | Sell |
110,315
-30,429
| -22% | -$2.84M | 0.04% | 51 |
|
|
2023
Q3 | $11.5M | Buy |
140,744
+27,716
| +25% | +$2.26M | 0.05% | 48 |
|
|
2023
Q2 | $9.65M | Sell |
113,028
-790
| -0.7% | -$67.5K | 0.04% | 49 |
|
|
2023
Q1 | $9.99M | Buy |
113,818
+1,112
| +1% | +$97.6K | 0.05% | 49 |
|
|
2022
Q4 | $9.58M | Sell |
112,706
-236
| -0.2% | -$20.1K | 0.05% | 50 |
|
|
2022
Q3 | $8.92M | Sell |
112,942
-1,611
| -1% | -$127K | 0.05% | 54 |
|
|
2022
Q2 | $8.71M | Buy |
114,553
+24,041
| +27% | +$1.83M | 0.05% | 54 |
|
|
2022
Q1 | $7.91M | Sell |
90,512
-21,257
| -19% | -$1.86M | 0.03% | 56 |
|
|
2021
Q4 | $11M | Buy |
111,769
+59,988
| +116% | +$5.89M | 0.04% | 63 |
|
|
2021
Q3 | $5.04M | Sell |
51,781
-40,316
| -44% | -$3.92M | 0.02% | 63 |
|
|
2021
Q2 | $8.44M | Sell |
92,097
-802,024
| -90% | -$73.5M | 0.03% | 60 |
|
|
2021
Q1 | $69.4M | Buy |
+894,121
| New | +$69.4M | 0.29% | 53 |
|
|
2015
Q4 | – | Sell |
-5,526,385
| Closed | -$174M | – | 79 |
|
|
2015
Q3 | $174M | Sell |
5,526,385
-3,692,553
| -40% | -$116M | 0.63% | 59 |
|
|
2015
Q2 | $358M | Sell |
9,218,938
-801,483
| -8% | -$31.1M | 1.19% | 36 |
|
|
2015
Q1 | $358M | Sell |
10,020,421
-527,965
| -5% | -$18.8M | 1.1% | 41 |
|
|
2014
Q4 | $409M | Sell |
10,548,386
-2,852,700
| -21% | -$111M | 1.26% | 37 |
|
|
2014
Q3 | $463M | Sell |
13,401,086
-271,029
| -2% | -$9.37M | 1.42% | 29 |
|
|
2014
Q2 | $442M | Buy |
13,672,115
+882,829
| +7% | +$28.5M | 1.35% | 29 |
|
|
2014
Q1 | $399M | Sell |
12,789,286
-2,887,591
| -18% | -$90M | 1.25% | 34 |
|
|
2013
Q4 | $492M | Sell |
15,676,877
-1,566,903
| -9% | -$49.1M | 1.45% | 25 |
|
|
2013
Q3 | $465M | Sell |
17,243,780
-1,243,540
| -7% | -$33.5M | 1.51% | 24 |
|
|
2013
Q2 | $452M | Buy |
+18,487,320
| New | +$452M | 1.47% | 25 |
|