Morgan Stanley shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $1.7M | 22k | 79.02 |
| 2022-06-30 | $1.4M | 19k | 76.08 |
| 2022-03-31 | $1.7M | 19k | 87.41 |
| 2021-12-31 | $1.9M | 19k | 98.16 |
| 2021-09-30 | $1.8M | 19k | 97.31 |
| 2021-06-30 | $1.7M | 18k | 91.67 |
| 2021-03-31 | $1.4M | 18k | 77.64 |
| 2020-12-31 | $1.1M | 17k | 68.51 |
| 2020-09-30 | $800k | 17k | 48.37 |
| 2020-06-30 | $650k | 14k | 48.32 |
| 2020-03-31 | $471k | 14k | 34.00 |
| 2019-12-31 | $573k | 11k | 51.13 |
| 2019-09-30 | $458k | 11k | 42.63 |
| 2019-06-30 | $567k | 13k | 43.79 |
| 2019-03-31 | $492k | 12k | 42.20 |
| 2018-12-31 | $488k | 12k | 39.65 |
| 2018-09-30 | $486k | 10k | 46.53 |
| 2018-06-30 | $505k | 11k | 47.36 |
| 2018-03-31 | $539k | 10k | 53.97 |
| 2017-12-31 | $509k | 9.7k | 52.47 |
| 2017-09-30 | $467k | 9.7k | 48.14 |
| 2017-06-30 | $441k | 9.9k | 44.59 |
| 2017-03-31 | $407k | 9.5k | 42.86 |
| 2016-12-31 | $405k | 9.6k | 42.21 |
| 2016-09-30 | $308k | 9.6k | 32.10 |
| 2016-06-30 | $311k | 12k | 25.99 |
| 2016-03-31 | $302k | 12k | 25.01 |
| 2015-12-31 | $420k | 13k | 31.79 |
| 2015-09-30 | $418k | 13k | 31.52 |
| 2015-06-30 | $565k | 15k | 38.76 |
| 2015-03-31 | $547k | 15k | 35.71 |
| 2014-12-31 | $611k | 16k | 38.77 |
| 2014-09-30 | $529k | 15k | 34.57 |
| 2014-06-30 | $495k | 15k | 32.35 |
| 2014-03-31 | $469k | 15k | 31.20 |
| 2013-12-31 | $472k | 15k | 31.34 |
| 2013-09-30 | $406k | 15k | 26.95 |
| 2013-06-30 | $368k | 15k | 24.43 |