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      Current Value of Holding

      $4.98M

      Shares

      33.1k

      % of Portfolio

      0.03%

      Average Buy Price

      $55.8

      Avg closing price
      Price range

      44 Joel Greenblatt Morgan Stanley Trades

      Joel Greenblatt acquired 33.1k Morgan Stanley shares worth $4.98M. That's 0.03% of their equity portfolio (673rd largest holding). The investor owns Inf% of the outstanding Morgan Stanley stock. The first Morgan Stanley trade was made in Q2 2012. Since then Joel Greenblatt bought shares 24 more times and sold shares on nineteen occasions. The stake costed the investor $1.84M, netting the investor a gain of 170% so far.

      Avg closing price
      Price range
      Increased shares by 9.0% (+2.72k shares) Q2 2025
      Avg closing price $122.80
      Price range $99.83 - $140.86
      Increased shares by 3.5% (+1.02k shares) Q1 2025
      Avg closing price $129.14
      Price range $111.68 - $141.05
      Increased shares by 2.6% (+730 shares) Q4 2024
      Avg closing price $123.47
      Price range $104.42 - $134.98
      Increased shares by 10.9% (+2.81k shares) Q3 2024
      Avg closing price $100.74
      Price range $92.07 - $106.96
      Increased shares by 1.0% (+249 shares) Q2 2024
      Avg closing price $95.19
      Price range $86.19 - $101.53
      Increased shares by 0.9% (+232 shares) Q1 2024
      Avg closing price $88.06
      Price range $83.90 - $94.16
      Increased shares by 62.3% (+9.71k shares) Q4 2023
      Avg closing price $80.00
      Price range $70.40 - $93.66
      Sold 1.3% shares (-203 shares) Q3 2023
      Avg closing price $86.65
      Price range $81.65 - $94.67
      Sold 7.8% shares (-1.34k shares) Q2 2023
      Avg closing price $85.52
      Price range $81.22 - $91.12
      Increased shares by 39.9% (+4.89k shares) Q1 2023
      Avg closing price $93.33
      Price range $83.95 - $100.83
      Increased shares by 19.1% (+1.97k shares) Q4 2022
      Avg closing price $85.23
      Price range $75.30 - $93.07
      Increased shares by 2.5% (+248 shares) Q3 2022
      Avg closing price $84.29
      Price range $74.69 - $92.02
      Sold 19.1% shares (-2.37k shares) Q2 2022
      Avg closing price $81.91
      Price range $72.90 - $90.61
      Sold 19.3% shares (-2.96k shares) Q1 2022
      Avg closing price $96.48
      Price range $83.31 - $108.73
      Sold 29.5% shares (-6.43k shares) Q4 2021
      Avg closing price $99.61
      Price range $94.82 - $104.66
      Increased shares by 19.7% (+3.58k shares) Q3 2021
      Avg closing price $99.08
      Price range $87.64 - $105.45
      Sold 41.6% shares (-12.9k shares) Q2 2021
      Avg closing price $85.75
      Price range $77.29 - $93.96
      Increased shares by 12.0% (+3.33k shares) Q1 2021
      Avg closing price $76.64
      Price range $67.05 - $84.34
      Increased shares by 3.7% (+1k shares) Q4 2020
      Avg closing price $57.38
      Price range $47.26 - $68.53
      Increased shares by 47.9% (+8.69k shares) Q3 2020
      Avg closing price $50.38
      Price range $46.42 - $53.25

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