Morgan Stanley
IVH

Morgan Stanley’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Morgan Stanley’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-653,646
Closed -$7.16M – 7920
2022
Q4 		$7.16M Sell
653,646
-229,509
-26% -$2.43M ﹤0.01% 3407
2022
Q3 		$8.91M Buy
883,155
+45,068
+5% +$500K ﹤0.01% 3102
2022
Q2 		$8.58M Buy
838,087
+492,544
+143% +$5.6M ﹤0.01% 3222
2022
Q1 		$4.38M Buy
345,543
+23,720
+7% +$310K ﹤0.01% 3826
2021
Q4 		$4.48M Buy
321,823
+681
+0.2% +$9.48K ﹤0.01% 3831
2021
Q3 		$4.39M Buy
321,142
+51,586
+19% +$721K ﹤0.01% 3871
2021
Q2 		$3.79M Buy
269,556
+8,897
+3% +$123K ﹤0.01% 4072
2021
Q1 		$3.56M Buy
260,659
+3,635
+1% +$48.5K ﹤0.01% 3760
2020
Q4 		$3.41M Buy
257,024
+22,505
+10% +$279K ﹤0.01% 3676
2020
Q3 		$2.79M Buy
234,519
+5,092
+2% +$60.7K ﹤0.01% 3337
2020
Q2 		$2.58M Buy
229,427
+12,456
+6% +$135K ﹤0.01% 3351
2020
Q1 		$2.26M Buy
216,971
+45,441
+26% +$585K ﹤0.01% 3256
2019
Q4 		$2.38M Buy
171,530
+29,285
+21% +$397K ﹤0.01% 3897
2019
Q3 		$1.95M Buy
142,245
+32,515
+30% +$442K ﹤0.01% 3815
2019
Q2 		$1.49M Buy
109,730
+3,372
+3% +$46K ﹤0.01% 3995
2019
Q1 		$1.44M Sell
106,358
-950
-0.9% -$12.6K ﹤0.01% 3855
2018
Q4 		$1.3M Buy
107,308
+18,324
+21% +$241K ﹤0.01% 4089
2018
Q3 		$1.27M Sell
88,984
-6,851
-7% -$98.1K ﹤0.01% 4350
2018
Q2 		$1.37M Sell
95,835
-2,780
-3% -$39.7K ﹤0.01% 4400
2018
Q1 		$1.4M Sell
98,615
-298,442
-75% -$4.28M ﹤0.01% 4308
2017
Q4 		$6M Buy
397,057
+1,044
+0.3% +$15.9K ﹤0.01% 2907
2017
Q3 		$6.32M Buy
396,013
+41,116
+12% +$645K ﹤0.01% 2714
2017
Q2 		$5.49M Sell
354,897
-30,062
-8% -$470K ﹤0.01% 2740
2017
Q1 		$5.87M Buy
384,959
+95,417
+33% +$1.44M ﹤0.01% 2704
2016
Q4 		$4.28M Sell
289,542
-72,027
-20% -$1.02M ﹤0.01% 3156
2016
Q3 		$5.2M Buy
361,569
+55,229
+18% +$783K ﹤0.01% 2619
2016
Q2 		$4.19M Buy
306,340
+101,487
+50% +$1.34M ﹤0.01% 2781
2016
Q1 		$2.61M Sell
204,853
-20,191
-9% -$239K ﹤0.01% 3128
2015
Q4 		$2.79M Sell
225,044
-122,271
-35% -$1.6M ﹤0.01% 3203
2015
Q3 		$4.5M Buy
347,315
+358
+0.1% +$5.05K ﹤0.01% 2751
2015
Q2 		$5.18M Sell
346,957
-137,637
-28% -$2.21M ﹤0.01% 2768
2015
Q1 		$7.87M Sell
484,594
-114,363
-19% -$1.85M ﹤0.01% 2314
2014
Q4 		$9.5M Buy
598,957
+82,470
+16% +$1.38M ﹤0.01% 2125
2014
Q3 		$8.93M Buy
516,487
+29,544
+6% +$527K ﹤0.01% 2132
2014
Q2 		$9.01M Buy
486,943
+16,542
+4% +$305K ﹤0.01% 2130
2014
Q1 		$8.6M Sell
470,401
-2,599
-0.5% -$47.2K ﹤0.01% 2075
2013
Q4 		$8.5M Buy
473,000
+169,849
+56% +$3.01M ﹤0.01% 2079
2013
Q3 		$5.4M Buy
303,151
+263,701
+668% +$4.74M ﹤0.01% 2355
2013
Q2 		$789K Buy
+39,450
New +$789K ﹤0.01% 3913

Morgan Stanley's IVH Position: Q1 2023 in Review

Morgan Stanley sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 653,646 shares — an estimated $7.16M sold.

Morgan Stanley first reported a position in IVH in Q2 2013 and held it in 39 quarters. The position peaked at $9.5M in Q4 2014. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

  • Morgan Stanley reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 653,646 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $7.16M.
  • Morgan Stanley first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2013 and held it in 39 quarters.
  • Morgan Stanley's Delaware Ivy High Income Opportunities Fund position peaked at $9.5M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.