Morgan Stanley (MS)

Sector:Financials
Super Investor Stats:
Ownership count:5
Ownership rank:67
% of all portfolios:0.293%
Hold Price * :$42.25
History Portfolio Manager Activity Share change % change to portfolio
Q4  2016
Richard Pzena - Hancock Classic Value Reduce 4.49% 73,475 0.18
Jeffrey Ubben - ValueAct Capital Reduce 35.80% 14,999,000 5.20
David Katz - Matrix Advisors Value Reduce 37.29% 22,000 1.58
Charles Bobrinskoy - Ariel Focus Reduce 52.82% 37,000 3.12
Q3  2016
Jeffrey Ubben - ValueAct Capital Add 10.26% 3,900,000 1.09
Ronald Muhlenkamp - Muhlenkamp Buy 6,505 0.08
Richard Pzena - Hancock Classic Value Reduce 12.20% 227,475 0.47
Q2  2016
Charles Bobrinskoy - Ariel Focus Add 23.87% 13,500 0.79
Jeffrey Ubben - ValueAct Capital Buy 38,000,000 8.96
Richard Pzena - Hancock Classic Value Reduce 13.93% 301,675 0.49
Q1  2016
Richard Pzena - Hancock Classic Value Add 47.70% 699,575 0.93
Charles Bobrinskoy - Ariel Focus Add 17.20% 8,300 0.49
David Katz - Matrix Advisors Value Add 3.51% 2,000 0.09
Ronald Muhlenkamp - Muhlenkamp Sell 100.00% 320,475 3.40
Daniel Loeb - Third Point Sell 100.00% 3,000,000 0.97
Q4  2015
Charles Bobrinskoy - Ariel Focus Add 4.55% 2,100 0.16
Daniel Loeb - Third Point Buy 3,000,000 0.97
Ronald Muhlenkamp - Muhlenkamp Reduce 0.03% 90 0.00
Q3  2015
Ronald Muhlenkamp - Muhlenkamp Add 0.05% 165 0.00
David Katz - Matrix Advisors Value Reduce 1.72% 1,000 0.05
Charles Bobrinskoy - Ariel Focus Reduce 13.01% 6,900 0.50
Q2  2015
Ronald Muhlenkamp - Muhlenkamp Add 0.10% 310 0.00
Charles Bobrinskoy - Ariel Focus Reduce 5.69% 3,200 0.20
Richard Pzena - Hancock Classic Value Reduce 18.20% 326,400 0.58
Q1  2015
Ronald Muhlenkamp - Muhlenkamp Add 0.04% 120 0.00
Richard Pzena - Hancock Classic Value Reduce 2.12% 38,850 0.06
Q4  2014
David Katz - Matrix Advisors Value Reduce 13.43% 9,000 0.47
Richard Pzena - Hancock Classic Value Reduce 22.03% 517,700 0.76
Q3  2014
Ronald Muhlenkamp - Muhlenkamp Add 6.66% 19,970 0.13
David Katz - Matrix Advisors Value Reduce 10.07% 7,500 0.35

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.