Morgan Stanley shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Jacobi Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $311k | 3.3k | 94.17 |
2021-12-31 | $251k | 2.6k | 98.16 |
2021-09-30 | $147k | 1.5k | 97.09 |
2021-06-30 | $106k | 1.2k | 91.54 |
2021-03-31 | $72k | 931 | 77.34 |
2020-12-31 | $51k | 740 | 68.92 |
2020-09-30 | $5.0k | 96 | 52.08 |
2020-06-30 | $5.0k | 95 | 52.63 |
2020-03-31 | $3.0k | 95 | 31.58 |
2019-12-31 | $15k | 294 | 51.02 |
2019-09-30 | $6.0k | 138 | 43.48 |
2019-06-30 | $2.0k | 55 | 36.36 |
2018-12-31 | $2.0k | 40 | 50.00 |
2018-09-30 | $2.0k | 40 | 50.00 |