Morgan Stanley shares owned by Security National Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $43k | 469 | 91.68 |
| 2021-06-30 | $43k | 469 | 91.68 |
| 2021-03-31 | $31k | 401 | 77.31 |
| 2020-12-31 | $27k | 401 | 67.33 |
| 2020-09-30 | $19k | 401 | 47.38 |
| 2020-06-30 | $19k | 401 | 47.38 |
| 2020-03-31 | $14k | 401 | 34.91 |
| 2019-12-31 | $20k | 401 | 49.88 |
| 2019-09-30 | $17k | 401 | 42.39 |
| 2019-06-30 | $18k | 401 | 44.89 |
| 2019-03-31 | $17k | 401 | 42.39 |
| 2018-12-31 | $16k | 401 | 39.90 |
| 2018-09-30 | $33k | 713 | 46.28 |
| 2018-06-30 | $62k | 1.3k | 47.77 |
| 2018-03-31 | $36k | 674 | 53.41 |
| 2017-12-31 | $35k | 674 | 51.93 |
| 2017-09-30 | $45k | 927 | 48.54 |
| 2017-06-30 | $41k | 927 | 44.23 |
| 2017-03-31 | $50k | 1.1k | 45.45 |
| 2016-12-31 | $46k | 1.1k | 42.07 |
| 2016-09-30 | $38k | 1.1k | 34.09 |
| 2016-06-30 | $31k | 1.1k | 28.41 |
| 2016-03-31 | $27k | 1.2k | 22.73 |
| 2015-12-31 | $41k | 1.2k | 34.09 |
| 2015-09-30 | $41k | 1.2k | 34.09 |
| 2015-06-30 | $52k | 1.3k | 39.00 |
| 2015-03-31 | $52k | 1.3k | 39.00 |
| 2014-12-31 | $52k | 1.3k | 39.00 |
| 2014-09-30 | $16k | 471 | 33.90 |
| 2014-06-30 | $11k | 326 | 33.33 |
| 2014-03-31 | $11k | 326 | 33.33 |
| 2013-12-31 | $11k | 326 | 33.33 |
| 2013-09-30 | $8.7k | 326 | 26.67 |
| 2013-06-30 | $4.0k | 150 | 26.67 |
| 2012-12-31 | $3.0k | 150 | 20.00 |
More positions owned by Security National Trust
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