Focused Investors LLC MS Holdings History

Number of Shares
1.28 Mil
Current Holdings Value*
$148.99 Mil
% of Portfolio
4.79%
Total Estimate Gain
$217.33 Mil
% of Total Estimate Gain
204.83%

Focused Investors LLC's Morgan Stanley Holding Summary

As of 2025-03-31, Focused Investors LLC held 1.28 Mil shares of Morgan Stanley(MS), totaling $148.99 Mil. This investment constitutes 4.79% of their stock portfolio, and Focused Investors LLC now holds 0.08% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2014Q1. And since then Focused Investors LLC has made 7 purchases of MS, at an average price of $33.73, for a total of 3.15 Mil shares. In addition, there have been 29 sales at an average price of $77.09 for 1.87 Mil shares. Based on historical transaction data and MS's current price of $140.47, Focused Investors LLC's estimated gain on his MS holdings is $217.33 Mil, reflecting a 204.83% gain to date.

Focused Investors LLC MS ($140.47) Holding Chart

Focused Investors LLC MS ($140.47) 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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