Ken Fisher MS Holdings History

Number of Shares
20.78 Mil
Current Holdings Value*
$1.96 Bil
% of Portfolio
0.91%
Total Estimate Gain
$674.71 Mil
% of Total Estimate Gain
40.18%

Ken Fisher's Morgan Stanley Holding Summary

As of 2024-03-31, Fisher Asset Management, LLC held 20.78 Mil shares of Morgan Stanley(MS), totaling $1.96 Bil. This investment constitutes 0.91% of their stock portfolio, and Fisher Asset Management, LLC now holds 1.28% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2012Q1. And since then Ken Fisher has made 26 purchases of MS, at an average price of $46.83, for a total of 35.86 Mil shares. In addition, there have been 23 sales at an average price of $19.70 for 15.08 Mil shares. Based on historical transaction data and MS's current price of $98.97, Ken Fisher's estimated gain on his MS holdings is $674.71 Mil, reflecting a 40.18% gain to date.

Ken Fisher MS ($98.97) Holding Chart

Ken Fisher MS ($98.97) 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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