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

HighTower 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
2025 Q1	–	Sell	-10,929	Closed	-$276K	–	3891
2024 Q4	$276K	Buy	10,929 +2,699	+33%	+$75.1K	﹤0.01%	2947
2024 Q3	$248K	Buy	+8,230	New	+$228K	﹤0.01%	2964
2023 Q4	–	Sell	-11,042	Closed	-$242K	–	3732
2023 Q3	$242K	Buy	11,042 +143	+1%	+$3.18K	﹤0.01%	2763
2023 Q2	$226K	Buy	10,899 +683	+7%	+$13.8K	﹤0.01%	2771
2023 Q1	$197K	Buy	+10,216	New	+$205K	﹤0.01%	2765

Other funds holding IIF

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

HighTower Advisors's IIF Position: Q1 2025 in Review

HighTower Advisors sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2025, closing a stake of 10,929 shares — an estimated $276K sold.

HighTower Advisors first reported a position in IIF in Q1 2023 and held it in 5 quarters. The position peaked at $276K in Q4 2024. 52 funds tracked by Wall St. Rank hold IIF as of Q1 2025.

HighTower Advisors reported no remaining Morgan Stanley India Investment Fund position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 10,929 Morgan Stanley India Investment Fund shares in Q1 2025, an estimated $276K.
HighTower Advisors first reported a position in Morgan Stanley India Investment Fund in Q1 2023 and held it in 5 quarters.
HighTower Advisors's Morgan Stanley India Investment Fund position peaked at $276K in Q4 2024.
52 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.