Current Value of Holding

$14.7 Million

Shares

121 Thousand

% of Portfolio

0.05%

Average Buy Price

$99.7

Avg closing price
Price range

23 Jeremy Grantham Morgan Stanley Trades

Jeremy Grantham's position in Morgan Stanley is currently worth $14.7 Million. That's 0.05% of their equity portfolio (213th largest holding). The investor owns Inf% of the outstanding Morgan Stanley stock. The first Morgan Stanley trade was made in Q1 2013. Since then Jeremy Grantham bought shares eleven more times and sold shares on eleven occasions. The stake costed the investor $12.1 Million, netting the investor a gain of 22% so far.

Avg closing price
Price range
Increased shares by 14.3% (+15.1 Thousand shares) Q4 2024
Avg closing price $123.47
Price range $104.42 - $134.98
Increased shares by 24.6% (+20.9 Thousand shares) Q3 2024
Avg closing price $100.74
Price range $92.07 - $106.96
New holding (+84.9 Thousand shares) Q2 2024
Avg closing price $95.19
Price range $86.19 - $101.53
Sold -3.65 Thousand shares Q1 2024
Avg closing price $88.06
Price range $83.90 - $94.16
Sold 90.8% shares (-36.2 Thousand shares) Q4 2023
Avg closing price $80.00
Price range $70.40 - $93.66
New holding (+39.8 Thousand shares) Q3 2023
Avg closing price $86.65
Price range $81.65 - $94.67
Sold -13 Thousand shares Q4 2022
Avg closing price $85.23
Price range $75.30 - $93.07
Increased shares by 23.8% (+2.5 Thousand shares) Q3 2022
Avg closing price $84.29
Price range $74.69 - $92.02
New holding (+10.5 Thousand shares) Q2 2022
Avg closing price $81.91
Price range $72.90 - $90.61
Sold -206 Thousand shares Q1 2021
Avg closing price $76.64
Price range $67.05 - $84.34
New holding (+206 Thousand shares) Q4 2020
Avg closing price $57.38
Price range $47.26 - $68.53
Sold -110 Thousand shares Q4 2015
Avg closing price $33.23
Price range $31.29 - $35.41
Sold 68.6% shares (-239 Thousand shares) Q3 2015
Avg closing price $36.40
Price range $31.01 - $40.54
Sold 17.5% shares (-74.1 Thousand shares) Q2 2015
Avg closing price $38.05
Price range $35.91 - $40.21
Increased shares by 5.4% (+21.8 Thousand shares) Q1 2015
Avg closing price $35.88
Price range $33.77 - $38.71
Sold 33.3% shares (-201 Thousand shares) Q4 2014
Avg closing price $35.56
Price range $32.53 - $39.00
Increased shares by 31.3% (+144 Thousand shares) Q3 2014
Avg closing price $33.34
Price range $31.36 - $36.13
Sold 34.3% shares (-240 Thousand shares) Q2 2014
Avg closing price $30.83
Price range $28.47 - $32.66
Sold 32.1% shares (-330 Thousand shares) Q1 2014
Avg closing price $30.89
Price range $28.95 - $33.40
Sold 18.5% shares (-233 Thousand shares) Q4 2013
Avg closing price $29.73
Price range $26.55 - $31.62

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