MS Morgan Stanley

Ownership history in Calydon Capital  ·  23 quarters on record

This page tracks every 13F SEC filing in which Calydon Capital reported a position in Morgan Stanley (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.1% (2020 Q2)
Avg. % of fund
1.43%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 50,286 -934 -1.8% 1.51% $8.9M $176.56
2025 Q3 REDUCED 51,220 -11,756 -18.7% 1.30% $8.1M $157.13
2025 Q2 ADDED 62,976 +6,193 +10.9% 0.87% $8.9M $138.28
2025 Q1 REDUCED 56,783 -4,348 -7.1% 1.23% $6.6M $113.62
2024 Q4 ADDED 61,131 +78 +0.1% 1.51% $7.7M $121.63
2024 Q3 REDUCED 61,053 -17,895 -22.7% 1.04% $6.4M $100.05
2024 Q2 REDUCED 78,948 -192 -0.2% 1.37% $7.7M $92.46
2024 Q1 ADDED 79,140 +17,703 +28.8% 1.42% $7.5M $88.75
2023 Q4 REDUCED 61,437 -4,631 -7.0% 1.38% $5.7M $87.04
2023 Q3 REDUCED 66,068 -4,522 -6.4% 1.07% $5.4M $75.31
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)
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