Number of Shares
277,234.00
Current Holdings Value*
$32.34 Mil
% of Portfolio
2.79%
Total Estimate Gain
$22.03 Mil
% of Total Estimate Gain
121.27%

Blue Chip Partners, LLC's Morgan Stanley Holding Summary

As of 2025-03-31, Blue Chip Partners, LLC held 277,234.00 shares of Morgan Stanley(MS), totaling $32.34 Mil. This investment constitutes 2.79% of their stock portfolio, and Blue Chip Partners, LLC now holds 0.02% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2019Q4. And since then Blue Chip Partners, LLC has made 18 purchases of MS, at an average price of $62.26, for a total of 291,744.00 shares. In addition, there have been 4 sales at an average price of $92.03 for 14,510.00 shares. Based on historical transaction data and MS's current price of $140.17, Blue Chip Partners, LLC's estimated gain on his MS holdings is $22.03 Mil, reflecting a 121.27% gain to date.

Blue Chip Partners, LLC MS ($140.17) Holding Chart

Blue Chip Partners, LLC MS ($140.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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