Jeffrey Ubben: 14 Morgan Stanley transactions (ValueAct Holdings / MS)

14 Jeffrey Ubben Morgan Stanley Trades

The first Morgan Stanley trade was made in Q2 2016. Since then Jeffrey Ubben bought shares five more times and sold shares on eight occasions. The investor completely sold their stake between Q3 2019 and Q1 2021.

Avg closing price

Price range

Sold -8.28M shares Q1 2021

Avg closing price $76.64

Price range $67.05 - $84.34

Sold 28.0% shares (-3.22M shares) Q4 2020

Avg closing price $57.38

Price range $47.26 - $68.53

Sold 19.3% shares (-2.75M shares) Q3 2020

Avg closing price $50.38

Price range $46.42 - $53.25

Sold 5.0% shares (-750k shares) Q1 2020

Avg closing price $47.10

Price range $27.81 - $57.51

Sold 32.6% shares (-7.25M shares) Q4 2019

Avg closing price $47.33

Price range $39.82 - $51.12

Sold 15.2% shares (-3.98M shares) Q3 2019

Avg closing price $42.74

Price range $39.10 - $45.74

Increased shares by 26.0% (+5.42M shares) Q4 2018

Avg closing price $43.64

Price range $37.01 - $47.27

Increased shares by 11.2% (+2.1M shares) Q3 2018

Avg closing price $48.83

Price range $46.57 - $51.05

Increased shares by 4.2% (+750k shares) Q2 2018

Avg closing price $52.25

Price range $47.19 - $55.22

Increased shares by 0.4% (+75k shares) Q4 2017

Avg closing price $50.57

Price range $48.10 - $53.85

Sold 33.5% shares (-9.02M shares) Q1 2017

Avg closing price $44.37

Price range $41.58 - $46.83

Sold 35.8% shares (-15M shares) Q4 2016

Avg closing price $37.81

Price range $31.73 - $43.73

Increased shares by 10.3% (+3.9M shares) Q3 2016

Avg closing price $29.83

Price range $25.00 - $32.24

New holding (+38M shares) Q2 2016

Avg closing price $26.15

Price range $23.61 - $27.78

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早乙女迅雷

Jeffrey Ubben Morgan Stanley

Current Value of Holding

Shares

% of Portfolio

Average Buy Price

14 Jeffrey Ubben Morgan Stanley Trades

早乙女迅雷

Jeffrey Ubben Morgan Stanley

14 Jeffrey Ubben Morgan Stanley Trades

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