Morgan Stanley shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.5M | 68k | 125.72 |
| 2024-09-30 | $7.1M | 68k | 104.24 |
| 2024-06-30 | $6.6M | 68k | 97.19 |
| 2024-03-31 | $7.2M | 76k | 94.16 |
| 2023-12-31 | $7.2M | 77k | 93.25 |
| 2023-09-30 | $6.3M | 77k | 81.67 |
| 2023-06-30 | $6.2M | 73k | 85.40 |
| 2023-03-31 | $6.4M | 73k | 87.80 |
| 2022-12-31 | $6.3M | 74k | 85.02 |
| 2022-09-30 | $6.6M | 84k | 79.01 |
| 2022-06-30 | $6.6M | 87k | 76.06 |
| 2022-03-31 | $8.1M | 93k | 87.40 |
| 2021-12-31 | $9.8M | 100k | 98.16 |
| 2021-09-30 | $9.9M | 102k | 97.31 |
| 2021-06-30 | $9.5M | 103k | 91.69 |
| 2021-03-31 | $8.7M | 113k | 77.66 |
| 2020-12-31 | $6.2M | 91k | 68.53 |
| 2020-09-30 | $209k | 4.3k | 48.31 |
| 2020-06-30 | $220k | 4.6k | 48.31 |
| 2019-12-31 | $868k | 17k | 51.13 |
| 2019-09-30 | $746k | 18k | 42.69 |
| 2019-06-30 | $766k | 18k | 43.83 |
| 2019-03-31 | $959k | 23k | 42.20 |
| 2018-12-31 | $1.6M | 41k | 39.65 |
| 2018-09-30 | $2.8M | 59k | 46.57 |
| 2018-06-30 | $3.5M | 73k | 47.40 |
| 2018-03-31 | $4.0M | 74k | 53.96 |
| 2017-12-31 | $4.3M | 82k | 52.46 |
| 2017-09-30 | $4.0M | 82k | 48.17 |
| 2017-06-30 | $3.1M | 69k | 44.56 |
| 2017-03-31 | $3.9M | 91k | 42.83 |
| 2016-12-31 | $2.8M | 66k | 42.25 |
| 2016-09-30 | $2.3M | 71k | 32.06 |
| 2016-06-30 | $2.6M | 102k | 25.98 |
| 2013-03-31 | $519k | 24k | 21.97 |
| 2012-12-31 | $471k | 25k | 19.13 |
| 2012-09-30 | $412k | 25k | 16.73 |
| 2012-06-30 | $388k | 27k | 14.58 |
| 2012-03-31 | $523k | 27k | 19.65 |
| 2011-12-31 | $418k | 28k | 15.13 |
| 2011-09-30 | $552k | 41k | 13.51 |
| 2011-06-30 | $1.7M | 75k | 23.01 |
| 2011-03-31 | $5.1M | 185k | 27.32 |