Morgan Stanley
BLU

Morgan Stanley’s BELLUS Health Inc. BLU Stock Holding History

Morgan Stanley’s Portfolio BLU Stock Details BLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-361,311
Closed -$2.6M – 7751
2023
Q1 		$2.6M Buy
361,311
+97,666
+37% +$758K ﹤0.01% 4282
2022
Q4 		$2.17M Sell
263,645
-153,376
-37% -$1.43M ﹤0.01% 4412
2022
Q3 		$4.41M Buy
417,021
+294,293
+240% +$3.13M ﹤0.01% 3801
2022
Q2 		$1.13M Sell
122,728
-172,822
-58% -$1.41M ﹤0.01% 4936
2022
Q1 		$2.03M Buy
295,550
+235,902
+395% +$1.52M ﹤0.01% 4514
2021
Q4 		$481K Sell
59,648
-17,803
-23% -$118K ﹤0.01% 5572
2021
Q3 		$476K Sell
77,451
-179,405
-70% -$680K ﹤0.01% 5529
2021
Q2 		$799K Buy
256,856
+208,746
+434% +$797K ﹤0.01% 5216
2021
Q1 		$185K Sell
48,110
-221,721
-82% -$841K ﹤0.01% 5700
2020
Q4 		$826K Sell
269,831
-934,769
-78% -$2.53M ﹤0.01% 4771
2020
Q3 		$2.73M Buy
1,204,600
+438,077
+57% +$1.24M ﹤0.01% 3367
2020
Q2 		$7.89M Buy
766,523
+217,505
+40% +$2.2M ﹤0.01% 2190
2020
Q1 		$5.48M Buy
549,018
+546,649
+23,075% +$4.87M ﹤0.01% 2370
2019
Q4 		$18K Sell
2,369
-55,089
-96% -$377K ﹤0.01% 6128
2019
Q3 		$367K Buy
+57,458
New +$405K ﹤0.01% 4830

Other funds holding BLU

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
VAM
Vazirani Asset Management New York $43.4M AUM 84.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.32B AUM 51.82% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Morgan Stanley's BLU Position: Q2 2023 in Review

Morgan Stanley sold out of BELLUS Health Inc. (BLU) in Q2 2023, closing a stake of 361,311 shares — an estimated $2.6M sold.

Morgan Stanley first reported a position in BLU in Q3 2019 and held it in 15 quarters. The position peaked at $7.89M in Q2 2020. 11 funds tracked by Wall St. Rank hold BLU as of Q2 2023.

  • Morgan Stanley reported no remaining BELLUS Health Inc. position as of Q2 2023 after selling out during the quarter.
  • Morgan Stanley sold 361,311 BELLUS Health Inc. shares in Q2 2023, an estimated $2.6M.
  • Morgan Stanley first reported a position in BELLUS Health Inc. in Q3 2019 and held it in 15 quarters.
  • Morgan Stanley's BELLUS Health Inc. position peaked at $7.89M in Q2 2020.
  • 11 funds tracked by Wall St. Rank held BELLUS Health Inc. as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.