Morgan Stanley’s LM Funding America LMFA Stock Holding History

Morgan Stanley’s Portfolio LMFA Stock Details LMFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Hold	0	–	-$7	–	7784
2022 Q4	–	Hold	0	–	–	–	7818
2022 Q3	–	Sell	-70	Closed	-$9K	–	7803
2022 Q2	$9K	Buy	+70	New	+$17.7K	﹤0.01%	7244
2022 Q1	–	Sell	-3	Closed	-$2K	–	8048
2021 Q4	$2K	Buy	3 +2	+200%	+$1.7K	﹤0.01%	7798
2021 Q3	$0	Buy	+1	New	+$677	﹤0.01%	7980
2020 Q2	–	Hold	0	–	–	–	6668
2020 Q1	–	Hold	0	–	–	–	6637
2019 Q4	–	Hold	0	–	–	–	6705
2019 Q3	–	Hold	0	–	–	–	6698
2019 Q2	–	Hold	0	–	–	–	6699
2019 Q1	–	Hold	0	–	–	–	6651
2018 Q4	–	Hold	0	–	–	–	6665
2018 Q3	–	Hold	0	–	–	–	6577
2016 Q2	–	Hold	0	–	–	–	6585
2016 Q1	–	Hold	0	–	–	–	6648
2015 Q4	–	Hold	0	–	–	–	6734

Other funds holding LMFA

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Morgan Stanley's LMFA Position: Q1 2023 in Review

Morgan Stanley held its LM Funding America (LMFA) position steady in Q1 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #7784.

Morgan Stanley first reported a position in LMFA in Q3 2021 and has held it in 3 quarters since. The position peaked at $9K in Q2 2022. 12 funds tracked by Wall St. Rank hold LMFA as of Q1 2023.

Morgan Stanley held 0 shares of LM Funding America worth $0 as of Q1 2023.
Morgan Stanley left its LM Funding America share count unchanged in Q1 2023.
LM Funding America made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2023, its #7784 holding.
Morgan Stanley first reported a position in LM Funding America in Q3 2021 and has held it in 3 quarters since.
Morgan Stanley's LM Funding America position peaked at $9K in Q2 2022.
12 funds tracked by Wall St. Rank held LM Funding America as of Q1 2023.

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