Morgan Stanley’s Medalist Diversified Inc MDRR Stock Holding History

Morgan Stanley’s Portfolio MDRR Stock Details MDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Hold	0	–	–	–	7933
2022 Q3	–	Hold	0	–	–	–	7808
2022 Q1	–	Hold	0	–	–	–	8053
2021 Q4	–	Hold	0	–	–	–	8050
2020 Q2	–	Sell	-4	Closed	–	–	6673
2020 Q1	$0	Hold	4	–	–	﹤0.01%	6645
2019 Q4	$0	Hold	4	–	–	﹤0.01%	6712
2019 Q3	$0	Buy	+4	New	+$279	﹤0.01%	6703

Other funds holding MDRR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

KCM

Kanawha Capital Management Richmond, Virginia $1.54B AUM 21.3% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Morgan Stanley's MDRR Position: Q4 2022 in Review

Morgan Stanley held its Medalist Diversified Inc (MDRR) position steady in Q4 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #7933.

Morgan Stanley first reported a position in MDRR in Q3 2019 and has held it in 3 quarters since. The position peaked at $0 in Q1 2020. 13 funds tracked by Wall St. Rank hold MDRR as of Q4 2022.

Morgan Stanley held 0 shares of Medalist Diversified Inc worth $0 as of Q4 2022.
Morgan Stanley left its Medalist Diversified Inc share count unchanged in Q4 2022.
Medalist Diversified Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q4 2022, its #7933 holding.
Morgan Stanley first reported a position in Medalist Diversified Inc in Q3 2019 and has held it in 3 quarters since.
Morgan Stanley's Medalist Diversified Inc position peaked at $0 in Q1 2020.
13 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.