Morgan Stanley (MS)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:372
% of all portfolios:0.046%
Hold Price * :$93.25
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Bill & Melinda Gates Foundation Trust Sell 100.00% 27,880 0.01
Q3  2023
Lee Ainslie - Maverick Capital Sell 100.00% 7,200 0.01
Q1  2023
Harry Burn - Sound Shore Sell 100.00% 200,685 1.97
Q4  2022
Harry Burn - Sound Shore Reduce 9.68% 21,505 0.21
Q3  2022
Harry Burn - Sound Shore Reduce 46.46% 192,780 1.78
Q4  2021
David Katz - Matrix Asset Advisors Reduce 0.60% 944 0.01
Greenhaven Associates Reduce 96.26% 257,090 0.51
Q3  2021
David Katz - Matrix Asset Advisors Reduce 0.51% 800 0.01
Greenhaven Associates Reduce 3.33% 9,200 0.03
Harry Burn - Sound Shore Reduce 12.27% 51,000 0.41
Lee Ainslie - Maverick Capital Sell 100.00% 1,729 0.00
Q2  2021
David Katz - Matrix Asset Advisors Reduce 1.85% 2,976 0.04
Harry Burn - Sound Shore Reduce 6.17% 27,350 0.20
Greenhaven Associates Reduce 95.15% 5,417,974 14.51
Lee Ainslie - Maverick Capital Reduce 95.82% 39,672 0.00
Q1  2021
David Katz - Matrix Asset Advisors Reduce 23.54% 49,487 0.57
Harry Burn - Sound Shore Reduce 29.22% 182,850 1.19
Greenhaven Associates Reduce 40.32% 3,846,281 6.75
ValueAct Capital Sell 100.00% 8,283,722 6.58
Richard Pzena - Hancock Classic Value Sell 100.00% 279,100 1.07
Q4  2020
David Katz - Matrix Asset Advisors Reduce 2.04% 4,379 0.05
Harry Burn - Sound Shore Reduce 14.66% 107,500 0.66
ValueAct Capital Reduce 27.97% 3,216,278 2.55
Richard Pzena - Hancock Classic Value Reduce 50.38% 283,374 1.09
Lee Ainslie - Maverick Capital Reduce 99.53% 125,874 0.00
Q3  2020
David Katz - Matrix Asset Advisors Reduce 2.52% 5,552 0.05
Greenhaven Associates Reduce 3.00% 285,100 0.30
ValueAct Capital Reduce 19.30% 2,750,000 1.87
Richard Pzena - Hancock Classic Value Reduce 42.94% 423,278 1.51
Q2  2020
David Katz - Matrix Asset Advisors Reduce 2.51% 5,665 0.05
Richard Pzena - Hancock Classic Value Reduce 30.35% 429,523 1.38
Harry Burn - Sound Shore Reduce 36.97% 430,200 2.08
Lee Ainslie - Maverick Capital Reduce 90.84% 53,386 0.10
Q1  2020
Richard Pzena - Hancock Classic Value Reduce 2.63% 38,202 0.08
Harry Burn - Sound Shore Reduce 4.55% 55,400 0.20
ValueAct Capital Reduce 5.00% 750,000 0.37
Lee Ainslie - Maverick Capital Reduce 35.50% 32,354 0.02
Q4  2019
Richard Pzena - Hancock Classic Value Reduce 4.31% 65,471 0.15
Harry Burn - Sound Shore Reduce 8.71% 116,250 0.40
Lee Ainslie - Maverick Capital Reduce 24.34% 29,308 0.02
ValueAct Capital Reduce 32.58% 7,250,000 3.75
Greenhaven Associates Sell 100.00% 273,500 0.24
Q3  2019
Richard Pzena - Hancock Classic Value Reduce 4.45% 70,690 0.14
Lee Ainslie - Maverick Capital Reduce 5.60% 7,146 0.00
ValueAct Capital Reduce 15.17% 3,978,561 1.83
Q2  2019
Lee Ainslie - Maverick Capital Reduce 20.42% 32,740 0.02
Q3  2018
Lee Ainslie - Maverick Capital Reduce 13.28% 23,350 0.01
Q1  2018
David Katz - Matrix Asset Advisors Reduce 5.86% 1,500 0.14
Q4  2017
David Katz - Matrix Asset Advisors Reduce 5.19% 1,400 0.12
Q1  2017
Richard Pzena - Hancock Classic Value Reduce 8.56% 133,875 0.30
David Katz - Matrix Asset Advisors Reduce 27.03% 10,000 0.74
ValueAct Capital Reduce 33.52% 9,016,380 3.23
Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 33,050 2.79
Q4  2016
Richard Pzena - Hancock Classic Value Reduce 4.49% 73,475 0.18
ValueAct Capital Reduce 35.80% 14,999,000 5.20
David Katz - Matrix Asset Advisors Reduce 37.29% 22,000 1.58
Charles Bobrinskoy - Ariel Focus Fund Reduce 52.82% 37,000 3.12
Q3  2016
Richard Pzena - Hancock Classic Value Reduce 12.20% 227,475 0.47
Q2  2016
Richard Pzena - Hancock Classic Value Reduce 13.93% 301,675 0.49
Q1  2016
Daniel Loeb - Third Point Sell 100.00% 3,000,000 0.97
Q3  2015
David Katz - Matrix Asset Advisors Reduce 1.72% 1,000 0.05
Charles Bobrinskoy - Ariel Focus Fund Reduce 13.01% 6,900 0.50
Q2  2015
Charles Bobrinskoy - Ariel Focus Fund Reduce 5.69% 3,200 0.20
Richard Pzena - Hancock Classic Value Reduce 18.20% 326,400 0.58
Q1  2015
Richard Pzena - Hancock Classic Value Reduce 2.12% 38,850 0.06
Q4  2014
David Katz - Matrix Asset Advisors Reduce 13.43% 9,000 0.47
Richard Pzena - Hancock Classic Value Reduce 22.03% 517,700 0.76
Q3  2014
David Katz - Matrix Asset Advisors Reduce 10.07% 7,500 0.35
Q2  2014
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 24,500 0.03
Q1  2014
Richard Pzena - Hancock Classic Value Reduce 1.31% 25,679 0.03
David Katz - Matrix Asset Advisors Reduce 8.44% 6,500 0.25
Q4  2013
David Katz - Matrix Asset Advisors Reduce 7.23% 6,000 0.24
Charles Bobrinskoy - Ariel Focus Fund Reduce 18.66% 11,800 0.65
Q3  2013
Charles Bobrinskoy - Ariel Focus Fund Reduce 12.94% 9,400 0.49
Q2  2013
Charles Bobrinskoy - Ariel Focus Fund Reduce 7.39% 5,800 0.30
Q1  2013
David Katz - Matrix Asset Advisors Reduce 7.87% 7,000 0.27
Charles Bobrinskoy - Ariel Focus Fund Reduce 29.67% 33,100 1.58
Q4  2012
Charles Bobrinskoy - Ariel Focus Fund Reduce 2.62% 3,000 0.14
David Katz - Matrix Asset Advisors Reduce 9.64% 9,500 0.35
David Tepper - Appaloosa Management Sell 100.00% 500,000 0.24
Q3  2012
David Katz - Matrix Asset Advisors Reduce 10.86% 12,000 0.35
Charles Bobrinskoy - Ariel Focus Fund Reduce 16.17% 22,100 0.85
Q2  2012
Robert Olstein - Olstein Capital Management Sell 100.00% 378,000 1.31
Q1  2012
Charles Bobrinskoy - Ariel Focus Fund Reduce 15.18% 15,900 0.68
Richard Pzena - Hancock Classic Value Reduce 20.96% 375,875 0.43
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 200 0.00
Q4  2011
Robert Olstein - Olstein Capital Management Reduce 3.08% 12,000 0.04
Q3  2011
Bruce Berkowitz - Fairholme Capital Sell 100.00% 34,755,900 5.80
Q2  2011
Charles Bobrinskoy - Ariel Focus Fund Reduce 1.15% 1,000 0.05
Q1  2011
Charles Bobrinskoy - Ariel Focus Fund Reduce 3.23% 2,900 0.15
Harry Burn - Sound Shore Sell 100.00% 1,835,300 2.67
Q4  2010
Charles Bobrinskoy - Ariel Focus Fund Reduce 2.07% 1,900 0.10
Richard Pzena - Hancock Classic Value Reduce 3.25% 57,000 0.07
Q2  2010
Harry Burn - Sound Shore Reduce 6.18% 110,700 0.16
Q1  2010
Richard Pzena - Hancock Classic Value Reduce 1.68% 29,975 0.03
Q4  2009
Harry Burn - Sound Shore Reduce 12.68% 210,500 0.31
Q2  2009
David Katz - Matrix Asset Advisors Reduce 2.55% 2,500 0.09
Q1  2009
Richard Pzena - Hancock Classic Value Reduce 17.48% 377,375 0.49
David Katz - Matrix Asset Advisors Reduce 20.97% 26,000 0.86
David Tepper - Appaloosa Management Sell 100.00% 7,475,259 31.88

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.