Ownership history in MORGAN STANLEY · 4 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in SERIES PORTFOLIOS TR (CLOX). 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 Q3 | REDUCED | 515 | -4,638 | -90.0% | 0.00% | $13K | $24.95 |
| 2024 Q1 | REDUCED | 5,153 | -194,847 | -97.4% | 0.00% | $131K | $22.81 |
| 2023 Q4 | UNCHANGED | 200,000 | — | 0% | 0.00% | $5.1M | $22.39 |
| 2023 Q3 | INITIATED | 200,000 | — | — | 0.00% | $5.1M | — |
As of 2025 Q4 — sorted by position size