Morgan Stanley shares owned by Sontag Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 37k | 93.25 |
| 2023-09-30 | $3.1M | 38k | 81.67 |
| 2023-06-30 | $1.1M | 13k | 85.40 |
| 2023-03-31 | $1.1M | 13k | 87.80 |
| 2022-12-31 | $1.2M | 14k | 85.02 |
| 2022-09-30 | $780k | 9.9k | 78.99 |
| 2022-06-30 | $832k | 11k | 76.04 |
| 2022-03-31 | $657k | 7.5k | 87.33 |
| 2021-12-31 | $1.4M | 14k | 98.18 |
| 2021-09-30 | $1.8M | 18k | 97.29 |
| 2021-06-30 | $315k | 3.4k | 91.73 |
| 2021-03-31 | $2.6M | 34k | 77.66 |
| 2020-12-31 | $1.3M | 19k | 68.51 |
| 2020-09-30 | $508k | 11k | 48.34 |
| 2020-06-30 | $438k | 9.1k | 48.30 |
| 2020-03-31 | $738k | 22k | 33.99 |
| 2019-12-31 | $245k | 4.8k | 51.20 |
| 2018-12-31 | $45k | 1.1k | 39.54 |