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Morgan Stanley shares owned by Systematic Financial Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Systematic Financial Management from 13F filings

Historical chart of Systematic Financial Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Systematic Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Systematic Financial Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 14k 97.19
2024-03-31 $1.3M 14k 94.16
2023-12-31 $1.3M 14k 93.25
2023-09-30 $1.1M 14k 81.67
2023-06-30 $1.2M 14k 85.40
2023-03-31 $1.2M 14k 87.80
2022-12-31 $1.1M 14k 85.02
2022-09-30 $1.1M 14k 79.04
2022-06-30 $1.0M 14k 76.07
2022-03-31 $1.2M 14k 87.41
2021-12-31 $1.3M 14k 98.15
2021-09-30 $1.3M 14k 97.33
2021-06-30 $1.2M 14k 91.70
2021-03-31 $1.0M 14k 77.63
2020-12-31 $925k 14k 68.52
2020-09-30 $653k 14k 48.37
2020-06-30 $652k 14k 48.30
2020-03-31 $459k 14k 34.00
2019-12-31 $690k 14k 51.11
2019-09-30 $617k 15k 42.69
2019-06-30 $3.0M 67k 43.80
2019-03-31 $3.3M 78k 42.20
2018-12-31 $3.6M 90k 39.65
2018-09-30 $4.8M 102k 46.57
2018-06-30 $4.9M 104k 47.40
2018-03-31 $5.6M 104k 53.96
2017-12-31 $5.5M 105k 52.47
2017-09-30 $5.3M 110k 48.17
2017-06-30 $4.8M 108k 44.56
2017-03-31 $4.9M 114k 42.84
2016-12-31 $10M 243k 42.25
2016-09-30 $432k 14k 32.00
2016-06-30 $350k 14k 25.93
2016-03-31 $337k 14k 24.96
2015-12-31 $429k 14k 31.78
2015-09-30 $425k 14k 31.48
2015-06-30 $523k 14k 38.74
2015-03-31 $481k 14k 35.63
2014-12-31 $1.6M 41k 38.78
2014-09-30 $16M 462k 34.57
2014-06-30 $15M 473k 32.33
2014-03-31 $16M 526k 31.17
2013-12-31 $423k 14k 31.33
2013-09-30 $363k 14k 26.89
2013-06-30 $329k 14k 24.37