Morgan Stanley’s Monument Circle Acquisition Corp. Unit MONCU Stock Holding History

Morgan Stanley’s Portfolio MONCU Stock Details MONCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-12,140	Closed	-$120K	–	8170
2022 Q1	$120K	Sell	12,140 -3,659	-23%	-$36.3K	﹤0.01%	6211
2021 Q4	$157K	Hold	15,799	–	–	﹤0.01%	6187
2021 Q3	$158K	Hold	15,799	–	–	﹤0.01%	6119
2021 Q2	$159K	Hold	15,799	–	–	﹤0.01%	6131
2021 Q1	$156K	Buy	+15,799	New	+$161K	﹤0.01%	5800

Other funds holding MONCU

HIM

HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CCFM

Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return

SIA

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Morgan Stanley's MONCU Position: Q2 2022 in Review

Morgan Stanley sold out of Monument Circle Acquisition Corp. Unit (MONCU) in Q2 2022, closing a stake of 12,140 shares — an estimated $120K sold.

Morgan Stanley first reported a position in MONCU in Q1 2021 and held it in 5 quarters. The position peaked at $159K in Q2 2021. 28 funds tracked by Wall St. Rank hold MONCU as of Q2 2022.

Morgan Stanley reported no remaining Monument Circle Acquisition Corp. Unit position as of Q2 2022 after selling out during the quarter.
Morgan Stanley sold 12,140 Monument Circle Acquisition Corp. Unit shares in Q2 2022, an estimated $120K.
Morgan Stanley first reported a position in Monument Circle Acquisition Corp. Unit in Q1 2021 and held it in 5 quarters.
Morgan Stanley's Monument Circle Acquisition Corp. Unit position peaked at $159K in Q2 2021.
28 funds tracked by Wall St. Rank held Monument Circle Acquisition Corp. Unit as of Q2 2022.

Based on Morgan Stanley's 13F filing for Q2 2022, filed 15 Aug 2022.