Morgan Stanley
LCW

Morgan Stanley’s Learn CW Investment Corporation Class A Ordinary Shares LCW Stock Holding History

Morgan Stanley’s Portfolio LCW Stock Details LCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,995
Closed -$63.8K – 7934
2023
Q3 		$63.8K Sell
5,995
-446
-7% -$4.71K ﹤0.01% 6062
2023
Q2 		$67.6K Buy
6,441
+5,100
+380% +$53K ﹤0.01% 6098
2023
Q1 		$13.8K Buy
+1,341
New +$13.7K ﹤0.01% 6765

Other funds holding LCW

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Morgan Stanley's LCW Position: Q4 2023 in Review

Morgan Stanley sold out of Learn CW Investment Corporation Class A Ordinary Shares (LCW) in Q4 2023, closing a stake of 5,995 shares — an estimated $63.8K sold.

Morgan Stanley first reported a position in LCW in Q1 2023 and held it in 3 quarters. The position peaked at $67.6K in Q2 2023. 24 funds tracked by Wall St. Rank hold LCW as of Q4 2023.

  • Morgan Stanley reported no remaining Learn CW Investment Corporation Class A Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 5,995 Learn CW Investment Corporation Class A Ordinary Shares shares in Q4 2023, an estimated $63.8K.
  • Morgan Stanley first reported a position in Learn CW Investment Corporation Class A Ordinary Shares in Q1 2023 and held it in 3 quarters.
  • Morgan Stanley's Learn CW Investment Corporation Class A Ordinary Shares position peaked at $67.6K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Learn CW Investment Corporation Class A Ordinary Shares as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.