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Valuesider
Morgan Stanley

(MS) Morgan Stanley historical holders

MS

Morgan Stanley value investing holders

Holders history details

Holders all time:
14
Current holders:
5
Sold out:
9
14 of the value investors we track have reported a position in (MS) Morgan Stanley across the SEC filing history. 5 of them still hold MS in their latest reported portfolio, while 9 have completely sold out. Pick any fund to see its full MS transaction history over time.

How many funds currently hold (MS) Morgan Stanley?

According to the latest reported portfolios, 5 of the 14 tracked value investors that ever held MS still hold it.

Who holds the largest (MS) Morgan Stanley position?

Among the value investors we track, Ole Andreas Halvorsen holds the most valuable MS position, with a market value of roughly $339.19M in the latest reported portfolio.

Who has held (MS) Morgan Stanley the longest?

Eagle Capital Management has held MS the longest among the current holders we track - for more than 13 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
14 results
*
Guru / Fund
currently held - the position is present in the latest reported portfolio
*
Guru / Fund
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top