Ownership history in Lipe & Dalton · 38 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 20,923 | -2,204 | -9.5% | 1.83% | $3.7M | $176.56 |
| 2025 Q2 | ADDED | 23,127 | +2 | +0.0% | 1.76% | $3.3M | $138.28 |
| 2025 Q1 | REDUCED | 23,125 | -2,537 | -9.9% | 1.51% | $2.7M | $113.62 |
| 2024 Q4 | REDUCED | 25,662 | -1,060 | -4.0% | 1.71% | $3.2M | $121.63 |
As of 2025 Q4 — sorted by position size