Harry Burn - Sound Shore Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
Holdings Activity Buys Sells    History
Holding/activity history for  Morgan Stanley (MS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 1.98 SEC
2022   Q4 619,501 1.98 Reduce 4.12% 0.09 $85.02 $52,669,975 SEC
2022   Q3 646,122 2.07 Reduce 44.56% 1.45 $79.01 $51,050,000 SEC
2022   Q2 1,165,446 3.25 Reduce 7.52% 0.24 $76.06 $88,644,000 SEC
2022   Q1 1,260,247 3.20 Add 13.86% 0.39 $87.40 $110,146,000 SEC
2021   Q4 1,106,867 3.02 Reduce 0.58% 0.02 $98.16 $108,650,000 SEC
2021   Q3 1,113,324 3.06 Reduce 10.28% 0.32 $97.31 $108,338,000 SEC
2021   Q2 1,240,906 3.16 Reduce 4.65% 0.14 $91.69 $113,779,000 SEC
2021   Q1 1,301,417 2.95 Reduce 31.56% 1.22 $77.66 $101,068,000 SEC
2020   Q4 1,901,407 3.88 Reduce 14.96% 0.51 $68.53 $130,303,000 SEC
2020   Q3 2,235,887 3.38 Reduce 8.79% 0.32 $48.35 $108,105,000 SEC
2020   Q2 2,451,406 3.65 Reduce 27.25% 1.09 $48.30 $118,403,000 SEC
2020   Q1 3,369,641 3.99 Reduce 3.02% 0.13 $34.00 $114,568,000 SEC
2019   Q4 3,474,627 4.15 Reduce 17.24% 0.66 $51.12 $177,623,000 SEC
2019   Q3 4,198,297 3.84 Add 18.36% 0.60 $42.67 $179,141,000 SEC
2019   Q2 3,546,971 3.13 Buy 3.13 $43.81 $155,393,000 SEC
2011   Q1 0 0.00 Sell 100.00% 2.61 SEC
2010   Q4 6,193,785 2.61 Add 7.45% 0.18 $27.21 $168,533,000 SEC
2010   Q3 5,764,466 2.38 Add 1.03% 0.02 $24.68 $142,267,000 SEC
2010   Q2 5,705,622 2.47 Reduce 1.60% 0.04 $23.21 $132,427,000 SEC
2010   Q1 5,798,164 2.54 Add 24.21% 0.50 $29.29 $169,828,000 SEC
2009   Q4 4,667,862 2.22 Reduce 11.81% 0.31 $29.60 $138,169,000 SEC
2009   Q3 5,293,112 2.66 Add 42.81% 0.80 $30.88 $163,451,000 SEC
2009   Q2 3,706,437 2.21 Buy 2.21 $28.51 $105,671,000 SEC
2007   Q2 0 0.00 Sell 100.00% 1.42 SEC
2007   Q1 1,263,216 1.42 Reduce 18.94% 0.35 $78.76 $99,491,000 SEC
2006   Q4 1,558,300 1.85 Reduce 7.57% 0.15 $81.43 $126,892,000 SEC
2006   Q3 1,685,897 1.92 Buy 1.92 $72.91 $122,919,000 SEC
2006   Q2 0 0.00 Sell 100.00% 2.71 SEC
2006   Q1 2,625,503 2.71 Add 29.89% 0.62 $62.82 $164,934,000 SEC
2005   Q4 2,021,283 2.60 Buy 2.60 $56.74 $114,688,000 SEC