Morgan Stanley
NM

Morgan Stanley’s Navios Maritime Holdings Inc. NM Stock Holding History

Morgan Stanley’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-71,577
Closed -$143K – 7961
2023
Q3 		$143K Sell
71,577
-2,493
-3% -$4.36K ﹤0.01% 5729
2023
Q2 		$121K Sell
74,070
-44,351
-37% -$78K ﹤0.01% 5860
2023
Q1 		$214K Buy
118,421
+188
+0.2% +$391 ﹤0.01% 5679
2022
Q4 		$207K Sell
118,233
-31,082
-21% -$59.6K ﹤0.01% 5659
2022
Q3 		$283K Sell
149,315
-144,162
-49% -$318K ﹤0.01% 5557
2022
Q2 		$628K Sell
293,477
-55,299
-16% -$180K ﹤0.01% 5304
2022
Q1 		$1.27M Buy
348,776
+314,895
+929% +$1.12M ﹤0.01% 4837
2021
Q4 		$125K Buy
33,881
+10,202
+43% +$50.4K ﹤0.01% 6311
2021
Q3 		$112K Buy
23,679
+13,663
+136% +$68.5K ﹤0.01% 6305
2021
Q2 		$92K Sell
10,016
-16,326
-62% -$142K ﹤0.01% 6400
2021
Q1 		$232K Buy
26,342
+13,676
+108% +$85.9K ﹤0.01% 5580
2020
Q4 		$29K Buy
12,666
+2,552
+25% +$5.17K ﹤0.01% 6343
2020
Q3 		$18K Sell
10,114
-5,638
-36% -$10.7K ﹤0.01% 6106
2020
Q2 		$34K Buy
15,752
+11,149
+242% +$24.2K ﹤0.01% 5826
2020
Q1 		$11K Sell
4,603
-11,997
-72% -$38.2K ﹤0.01% 5998
2019
Q4 		$74K Sell
16,600
-33,620
-67% -$167K ﹤0.01% 5747
2019
Q3 		$242K Buy
50,220
+12,726
+34% +$67.2K ﹤0.01% 5038
2019
Q2 		$168K Buy
37,494
+24,303
+184% +$91.6K ﹤0.01% 5099
2019
Q1 		$32K Buy
13,191
+1,898
+17% +$4.54K ﹤0.01% 5857
2018
Q4 		$31K Buy
11,293
+1,422
+14% +$6.31K ﹤0.01% 5911
2018
Q3 		$70K Sell
9,871
-45,331
-82% -$379K ﹤0.01% 5793
2018
Q2 		$470K Buy
55,202
+26,569
+93% +$216K ﹤0.01% 5152
2018
Q1 		$257K Sell
28,633
-692
-2% -$8.56K ﹤0.01% 5360
2017
Q4 		$352K Sell
29,325
-5,371
-15% -$81.9K ﹤0.01% 5169
2017
Q3 		$579K Buy
34,696
+11,203
+48% +$159K ﹤0.01% 4789
2017
Q2 		$321K Sell
23,493
-32,941
-58% -$483K ﹤0.01% 5068
2017
Q1 		$1.06M Buy
56,434
+40,923
+264% +$736K ﹤0.01% 4347
2016
Q4 		$218K Buy
15,511
+7,716
+99% +$103K ﹤0.01% 5319
2016
Q3 		$94K Sell
7,795
-11,274
-59% -$118K ﹤0.01% 5332
2016
Q2 		$155K Buy
19,069
+9,985
+110% +$106K ﹤0.01% 5048
2016
Q1 		$103K Sell
9,084
-4,782
-34% -$49.9K ﹤0.01% 5306
2015
Q4 		$243K Sell
13,866
-115,828
-89% -$2.21M ﹤0.01% 4991
2015
Q3 		$3.23M Buy
129,694
+2,617
+2% +$85.4K ﹤0.01% 3053
2015
Q2 		$4.73M Buy
127,077
+215
+0.2% +$8.13K ﹤0.01% 2845
2015
Q1 		$5.3M Sell
126,862
-15,361
-11% -$639K ﹤0.01% 2701
2014
Q4 		$5.84M Sell
142,223
-10,752
-7% -$538K ﹤0.01% 2579
2014
Q3 		$9.18M Sell
152,975
-40,118
-21% -$3.39M ﹤0.01% 2106
2014
Q2 		$19.5M Buy
193,093
+2,533
+1% +$228K 0.01% 1454
2014
Q1 		$18.8M Sell
190,560
-2,793
-1% -$273K 0.01% 1424
2013
Q4 		$21.6M Buy
193,353
+2,042
+1% +$165K 0.01% 1295
2013
Q3 		$13.6M Buy
191,311
+44,827
+31% +$2.79M 0.01% 1526
2013
Q2 		$8.2M Buy
+146,484
New +$7.01M ﹤0.01% 1853

Other funds holding NM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's NM Position: Q4 2023 in Review

Morgan Stanley sold out of Navios Maritime Holdings Inc. (NM) in Q4 2023, closing a stake of 71,577 shares — an estimated $143K sold.

Morgan Stanley first reported a position in NM in Q2 2013 and held it in 42 quarters. The position peaked at $21.6M in Q4 2013. 1 fund tracked by Wall St. Rank holds NM as of Q4 2023.

  • Morgan Stanley reported no remaining Navios Maritime Holdings Inc. position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 71,577 Navios Maritime Holdings Inc. shares in Q4 2023, an estimated $143K.
  • Morgan Stanley first reported a position in Navios Maritime Holdings Inc. in Q2 2013 and held it in 42 quarters.
  • Morgan Stanley's Navios Maritime Holdings Inc. position peaked at $21.6M in Q4 2013.
  • 1 fund tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.