Morgan Stanley shares owned by Smith Asset Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Smith Asset Management Group
from 13F filings
Historical chart of Smith Asset Management Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Smith Asset Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Smith Asset Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $40k | 438 | 91.32 |
| 2021-03-31 | $41k | 527 | 77.80 |
| 2020-12-31 | $31k | 450 | 68.89 |
| 2020-09-30 | $30k | 619 | 48.47 |
| 2020-06-30 | $31k | 639 | 48.51 |
| 2020-03-31 | $22k | 659 | 33.38 |
| 2019-12-31 | $9.0k | 170 | 52.94 |
| 2019-09-30 | $7.0k | 160 | 43.75 |
| 2019-06-30 | $7.0k | 160 | 43.75 |
| 2019-03-31 | $7.0k | 160 | 43.75 |
| 2018-12-31 | $46k | 1.2k | 39.32 |
| 2018-09-30 | $13k | 280 | 46.43 |
| 2018-06-30 | $16k | 330 | 48.48 |
| 2018-03-31 | $19k | 360 | 52.78 |
| 2017-12-31 | $19k | 370 | 51.35 |
| 2017-09-30 | $39k | 810 | 48.15 |
| 2017-06-30 | $58k | 1.3k | 44.62 |
| 2017-03-31 | $81k | 1.9k | 42.63 |
| 2016-12-31 | $83k | 2.0k | 42.13 |
| 2016-09-30 | $11k | 340 | 32.35 |
| 2016-06-30 | $8.0k | 290 | 27.59 |
| 2016-03-31 | $8.0k | 310 | 25.81 |
More positions owned by Smith Asset Management Group
View all positions for Smith Asset Management Group