Morgan Stanley
LILM

Morgan Stanley’s Lilium N.V. Class A Ordinary Shares LILM Stock Holding History

Morgan Stanley’s Portfolio LILM Stock Details LILM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-721,913
Closed -$559K – 8195
2024
Q3 		$559K Buy
721,913
+41,916
+6% +$33.8K ﹤0.01% 5348
2024
Q2 		$540K Sell
679,997
-11,204
-2% -$10.5K ﹤0.01% 5257
2024
Q1 		$664K Sell
691,201
-1,075,577
-61% -$999K ﹤0.01% 5182
2023
Q4 		$2.08M Sell
1,766,778
-156,298
-8% -$142K ﹤0.01% 4896
2023
Q3 		$1.37M Buy
1,923,076
+1,323,094
+221% +$1.55M ﹤0.01% 4613
2023
Q2 		$1.06M Buy
599,982
+176,610
+42% +$165K ﹤0.01% 4797
2023
Q1 		$275K Buy
423,372
+198,019
+88% +$210K ﹤0.01% 5558
2022
Q4 		$257K Buy
225,353
+78,571
+54% +$124K ﹤0.01% 5566
2022
Q3 		$336K Sell
146,782
-63,264
-30% -$158K ﹤0.01% 5466
2022
Q2 		$496K Buy
210,046
+127,251
+154% +$399K ﹤0.01% 5430
2022
Q1 		$330K Buy
82,795
+44,073
+114% +$203K ﹤0.01% 5631
2021
Q4 		$269K Buy
38,722
+5,504
+17% +$46.3K ﹤0.01% 5905
2021
Q3 		$350K Buy
+33,218
New +$350K ﹤0.01% 5698

Other funds holding LILM

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Morgan Stanley's LILM Position: Q4 2024 in Review

Morgan Stanley sold out of Lilium N.V. Class A Ordinary Shares (LILM) in Q4 2024, closing a stake of 721,913 shares — an estimated $559K sold.

Morgan Stanley first reported a position in LILM in Q3 2021 and held it in 13 quarters. The position peaked at $2.08M in Q4 2023. 8 funds tracked by Wall St. Rank hold LILM as of Q4 2024.

  • Morgan Stanley reported no remaining Lilium N.V. Class A Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 721,913 Lilium N.V. Class A Ordinary Shares shares in Q4 2024, an estimated $559K.
  • Morgan Stanley first reported a position in Lilium N.V. Class A Ordinary Shares in Q3 2021 and held it in 13 quarters.
  • Morgan Stanley's Lilium N.V. Class A Ordinary Shares position peaked at $2.08M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Lilium N.V. Class A Ordinary Shares as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.