Ownership history in Bollard Group LLC Β· 53 quarters on record
This page tracks every 13F SEC filing in which Bollard Group LLC reported a position in Morgan Stanley (ms) COM (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bollard Group LLC outperformed the S&P 500 by +10.4% annually on this MS position. Timing score: 63% (32/51 decisions correct). Average cost basis: $41.60. Maximum drawdown during holding period: β34.6%.
π₯ Exceptional β beat the S&P 500 by 10.4% per year on this position.
51 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
32 of 51 add/trim decisions correct
Best entry: $13.84 (2012 Q4) Β· Worst: $157.13 (2025 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
41 adds Β· 12 trims. Bought during 12 of 14 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Bollard Group LLC has been actively increasing its MS allocation β a bullish signal from insiders.
Currently 0.96% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size