Current Value of Holding

$147M

Shares

674k

% of Portfolio

0.20%

Average Buy Price

$176

Avg closing price
Price range

20 Jim Simons Morgan Stanley Trades

Jim Simons acquired 674k Morgan Stanley shares worth $147M. That's 0.20% of their equity portfolio (95th largest holding). The first Morgan Stanley trade was made in Q3 2013. Since then Jim Simons bought shares ten more times and sold shares on nine occasions. The stake costed the investor $118M, netting the investor a gain of 24% so far.

Avg closing price
Price range
New holding (+674k shares) Q1 2026
Avg closing price $175.70
Price range $154.37 - $191.23
Sold -758k shares Q4 2024
Avg closing price $123.47
Price range $104.42 - $134.98
Increased shares by 137.8% (+439k shares) Q3 2024
Avg closing price $100.74
Price range $92.07 - $106.96
Sold 19.7% shares (-78.4k shares) Q2 2024
Avg closing price $95.19
Price range $86.19 - $101.53
New holding (+397k shares) Q1 2024
Avg closing price $88.06
Price range $83.90 - $94.16
Sold -56.5k shares Q2 2020
Avg closing price $42.00
Price range $31.62 - $50.40
New holding (+56.5k shares) Q1 2020
Avg closing price $47.10
Price range $27.81 - $57.51
Sold -2.47M shares Q4 2019
Avg closing price $47.33
Price range $39.82 - $51.12
Increased shares by 82.5% (+1.12M shares) Q3 2019
Avg closing price $42.74
Price range $39.10 - $45.74
New holding (+1.35M shares) Q2 2019
Avg closing price $44.60
Price range $40.69 - $48.46
Sold -4.65M shares Q4 2018
Avg closing price $43.64
Price range $37.01 - $47.27
Increased shares by 28.2% (+1.02M shares) Q3 2018
Avg closing price $48.83
Price range $46.57 - $51.05
New holding (+3.63M shares) Q2 2018
Avg closing price $52.25
Price range $47.19 - $55.22
Sold -176k shares Q4 2017
Avg closing price $50.57
Price range $48.10 - $53.85
Sold 63.6% shares (-308k shares) Q3 2017
Avg closing price $46.38
Price range $44.01 - $48.31
New holding (+484k shares) Q2 2017
Avg closing price $43.12
Price range $40.69 - $45.72
Sold -161k shares Q1 2016
Avg closing price $25.52
Price range $21.69 - $31.48
New holding (+161k shares) Q4 2015
Avg closing price $33.23
Price range $31.29 - $35.41
Sold -612k shares Q4 2013
Avg closing price $29.73
Price range $26.55 - $31.62
New holding (+612k shares) Q3 2013
Avg closing price $26.79
Price range $24.04 - $29.02

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