Morgan Stanley’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42,823
| Closed | -$13K | – | 8077 |
|
|
2022
Q3 | $13K | Sell |
42,823
-63,974
| -60% | -$28K | ﹤0.01% | 6995 |
|
|
2022
Q2 | $43K | Buy |
106,797
+20,336
| +24% | +$15.1K | ﹤0.01% | 6683 |
|
|
2022
Q1 | $118K | Sell |
86,461
-34,839
| -29% | -$65.7K | ﹤0.01% | 6223 |
|
|
2021
Q4 | $275K | Sell |
121,300
-106,681
| -47% | -$349K | ﹤0.01% | 5890 |
|
|
2021
Q3 | $868K | Buy |
227,981
+94,859
| +71% | +$409K | ﹤0.01% | 5141 |
|
|
2021
Q2 | $727K | Sell |
133,122
-74,285
| -36% | -$468K | ﹤0.01% | 5274 |
|
|
2021
Q1 | $1.48M | Sell |
207,407
-38,342
| -16% | -$372K | ﹤0.01% | 4485 |
|
|
2020
Q4 | $2.75M | Buy |
245,749
+245,577
| +142,777% | +$2.52M | ﹤0.01% | 3874 |
|
|
2020
Q3 | $2K | Sell |
172
-103
| -37% | -$1.06K | ﹤0.01% | 6616 |
|
|
2020
Q2 | $3K | Sell |
275
-267
| -49% | -$2.68K | ﹤0.01% | 6413 |
|
|
2020
Q1 | $5K | Sell |
542
-809
| -60% | -$8.09K | ﹤0.01% | 6238 |
|
|
2019
Q4 | $13K | Buy |
1,351
+273
| +25% | +$2.71K | ﹤0.01% | 6208 |
|
|
2019
Q3 | $11K | Buy |
+1,078
| New | +$10.6K | ﹤0.01% | 6180 |
|
Morgan Stanley's LOTZ Position: Q4 2022 in Review
Morgan Stanley sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 42,823 shares — an estimated $13K sold.
Morgan Stanley first reported a position in LOTZ in Q3 2019 and held it in 13 quarters. The position peaked at $2.75M in Q4 2020. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.
- Morgan Stanley reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
- Morgan Stanley sold 42,823 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $13K.
- Morgan Stanley first reported a position in CarLotz, Inc. Class A Common Stock in Q3 2019 and held it in 13 quarters.
- Morgan Stanley's CarLotz, Inc. Class A Common Stock position peaked at $2.75M in Q4 2020.
- 1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.
Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.