AA
IIF

Ancora Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

Ancora Advisors’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$143K Hold
6,937
– – ﹤0.01% 807
2025
Q4 		$173K Hold
6,937
– – ﹤0.01% 774
2025
Q3 		$183K Hold
6,937
– – ﹤0.01% 733
2025
Q2 		$196K Hold
6,937
– – ﹤0.01% 731
2025
Q1 		$169K Hold
6,937
– – ﹤0.01% 751
2024
Q4 		$175K Hold
6,937
– – ﹤0.01% 743
2024
Q3 		$209K Hold
6,937
– – ﹤0.01% 689
2024
Q2 		$186K Hold
6,937
– – ﹤0.01% 678
2024
Q1 		$159K Hold
6,937
– – ﹤0.01% 720
2023
Q4 		$149K Hold
6,937
– – ﹤0.01% 728
2023
Q3 		$155K Hold
6,937
– – ﹤0.01% 713
2023
Q2 		$150K Hold
6,937
– – ﹤0.01% 709
2023
Q1 		$135K Hold
6,937
– – ﹤0.01% 720
2022
Q4 		$141K Hold
6,937
– – ﹤0.01% 747
2022
Q3 		$161K Hold
6,937
– – 0.01% 789
2022
Q2 		$155K Hold
6,937
– – ﹤0.01% 832
2022
Q1 		$174K Hold
6,937
– – ﹤0.01% 832
2021
Q4 		$185K Hold
6,937
– – ﹤0.01% 831
2021
Q3 		$191K Hold
6,937
– – ﹤0.01% 795
2021
Q2 		$171K Hold
6,937
– – ﹤0.01% 778
2021
Q1 		$162K Hold
6,937
– – ﹤0.01% 753
2020
Q4 		$147K Hold
6,937
– – ﹤0.01% 673
2020
Q3 		$120K Hold
6,937
– – ﹤0.01% 685
2020
Q2 		$113K Hold
6,937
– – ﹤0.01% 691
2020
Q1 		$89K Hold
6,937
– – ﹤0.01% 799
2019
Q4 		$138K Buy
+6,937
New +$134K 0.01% 723
2018
Q4 		– Sell
-6,937
Closed -$162K – 895
2018
Q3 		$162K Buy
+6,937
New +$182K 0.01% 678
2018
Q2 		– Sell
-6,937
Closed -$210K – 696
2018
Q1 		$210K Hold
6,937
– – 0.01% 622
2017
Q4 		$230K Hold
6,937
– – 0.01% 564
2017
Q3 		$238K Hold
6,937
– – 0.01% 583
2017
Q2 		$224K Hold
6,937
– – 0.01% 571
2017
Q1 		$219K Hold
6,937
– – 0.01% 567
2016
Q4 		$177K Buy
+6,937
New +$188K 0.01% 573
2015
Q1 		– Hold
0
– – – 451

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

Ancora Advisors's IIF Position: Q1 2026 in Review

Ancora Advisors held its Morgan Stanley India Investment Fund (IIF) position steady in Q1 2026 at 6,937 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Ancora Advisors first reported a position in IIF in Q4 2016 and has held it in 33 quarters since. The position peaked at $238K in Q3 2017. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Ancora Advisors held 6,937 shares of Morgan Stanley India Investment Fund worth $143K as of Q1 2026.
  • Ancora Advisors left its Morgan Stanley India Investment Fund share count unchanged in Q1 2026.
  • Morgan Stanley India Investment Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #807 holding.
  • Ancora Advisors first reported a position in Morgan Stanley India Investment Fund in Q4 2016 and has held it in 33 quarters since.
  • Ancora Advisors's Morgan Stanley India Investment Fund position peaked at $238K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.