Steven Romick - First Pacific Advisors
Holding/activity history for Morgan Stanley (MS)
← All MS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $72.23–92.93 · VW $82.25i | SEC | |
| 2022 Q1 | 4,160 | <0.01 | $87.50 | $364,000 | SEC | ||
| 2021 Q4 | 4,160 | 0.01 | Buy | 0.01 | $93.88–105.34 · VW $99.13i | $408,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $27.20–57.57 · VW $43.02i | SEC | |
| 2019 Q4 | 8,550 | <0.01 | $51.11 | $437,000 | SEC | ||
| 2019 Q3 | 8,550 | <0.01 | Reduce 31.87% | <0.01 | $38.76–45.77 · VW $42.84i | $365,000 | SEC |
| 2019 Q2 | 12,550 | <0.01 | $43.82 | $550,000 | SEC | ||
| 2019 Q1 | 12,550 | <0.01 | Reduce 24.17% | <0.01 | $38.76–45.11 · VW $42.09i | $530,000 | SEC |
| 2018 Q4 | 16,550 | 0.01 | Add 103.07% | <0.01 | $36.74–47.93 · VW $43.57i | $656,000 | SEC |
| 2018 Q3 | 8,150 | <0.01 | Reduce 28.51% | <0.01 | $46.28–51.53 · VW $48.78i | $380,000 | SEC |
| 2018 Q2 | 11,400 | <0.01 | Reduce 47.47% | <0.01 | $47.11–55.64 · VW $51.26i | $540,000 | SEC |
| 2018 Q1 | 21,700 | 0.01 | $53.96 | $1,171,000 | SEC | ||
| 2017 Q4 | 21,700 | 0.01 | Buy | 0.01 | $47.42–54.25 · VW $50.87i | $1,139,000 | SEC |
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47