Morgan Stanley shares owned by Lipe & Dalton
Historical chart of Lipe & Dalton investment in Morgan Stanley
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All positions including Morgan Stanley held by Lipe & Dalton consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Lipe & Dalton
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 27k | 93.26 |
| 2023-09-30 | $2.2M | 27k | 81.69 |
| 2023-06-30 | $2.3M | 27k | 85.40 |
| 2023-03-31 | $2.5M | 28k | 87.81 |
| 2022-12-31 | $2.5M | 30k | 85.02 |
| 2022-09-30 | $2.4M | 31k | 79.01 |
| 2022-06-30 | $2.3M | 31k | 76.07 |
| 2022-03-31 | $2.7M | 31k | 87.39 |
| 2021-12-31 | $3.1M | 31k | 98.16 |
| 2021-09-30 | $3.1M | 32k | 97.31 |
| 2021-06-30 | $3.0M | 33k | 91.68 |
| 2021-03-31 | $2.5M | 33k | 77.65 |
| 2020-12-31 | $2.3M | 33k | 68.54 |
| 2020-09-30 | $1.6M | 33k | 48.36 |
| 2020-06-30 | $1.6M | 33k | 48.29 |
| 2020-03-31 | $1.1M | 34k | 33.99 |
| 2019-12-31 | $1.8M | 35k | 51.13 |
| 2019-09-30 | $1.5M | 35k | 42.67 |
| 2019-06-30 | $1.6M | 37k | 43.80 |
| 2019-03-31 | $1.6M | 37k | 42.19 |
| 2018-12-31 | $1.5M | 39k | 39.64 |
| 2018-09-30 | $1.8M | 39k | 46.57 |
| 2018-06-30 | $1.9M | 40k | 47.40 |
| 2018-03-31 | $4.6M | 86k | 53.96 |
| 2017-12-31 | $4.5M | 87k | 52.48 |
| 2017-09-30 | $4.8M | 99k | 48.17 |
| 2017-06-30 | $5.3M | 119k | 44.56 |
| 2017-03-31 | $5.2M | 122k | 42.84 |
| 2016-12-31 | $5.3M | 125k | 42.25 |
| 2016-09-30 | $4.0M | 124k | 32.06 |
| 2016-06-30 | $1.7M | 64k | 25.98 |