Morgan Stanley’s PolyMet Mining Corp. PLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-384,488
| Closed | -$800K | – | 8094 |
|
|
2023
Q3 | $800K | Buy |
384,488
+218,927
| +132% | +$453K | ﹤0.01% | 4928 |
|
|
2023
Q2 | $131K | Sell |
165,561
-44,427
| -21% | -$66.7K | ﹤0.01% | 5824 |
|
|
2023
Q1 | $451K | Buy |
209,988
+11,921
| +6% | +$29.6K | ﹤0.01% | 5310 |
|
|
2022
Q4 | $525K | Sell |
198,067
-55,361
| -22% | -$159K | ﹤0.01% | 5223 |
|
|
2022
Q3 | $730K | Buy |
253,428
+75,501
| +42% | +$225K | ﹤0.01% | 5071 |
|
|
2022
Q2 | $491K | Buy |
177,927
+114,746
| +182% | +$354K | ﹤0.01% | 5437 |
|
|
2022
Q1 | $264K | Buy |
63,181
+36,750
| +139% | +$106K | ﹤0.01% | 5774 |
|
|
2021
Q4 | $65K | Buy |
26,431
+10,753
| +69% | +$32.8K | ﹤0.01% | 6685 |
|
|
2021
Q3 | $48K | Sell |
15,678
-860
| -5% | -$2.87K | ﹤0.01% | 6749 |
|
|
2021
Q2 | $60K | Sell |
16,538
-258,464
| -94% | -$813K | ﹤0.01% | 6600 |
|
|
2021
Q1 | $869K | Sell |
275,002
-198,880
| -42% | -$771K | ﹤0.01% | 4821 |
|
|
2020
Q4 | $1.62M | Buy |
473,882
+463,947
| +4,670% | +$1.71M | ﹤0.01% | 4328 |
|
|
2020
Q3 | $36K | Buy |
9,935
+2,290
| +30% | +$9.43K | ﹤0.01% | 5845 |
|
|
2020
Q2 | $31K | Buy |
7,645
+300
| +4% | +$869 | ﹤0.01% | 5869 |
|
|
2020
Q1 | $17K | Sell |
7,345
-12,560
| -63% | -$34.5K | ﹤0.01% | 5878 |
|
|
2019
Q4 | $51K | Buy |
19,905
+6,545
| +49% | +$19.9K | ﹤0.01% | 5856 |
|
|
2019
Q3 | $43K | Buy |
13,360
+5,850
| +78% | +$21.8K | ﹤0.01% | 5792 |
|
|
2019
Q2 | $32K | Buy |
7,510
+100
| +1% | +$482 | ﹤0.01% | 5784 |
|
|
2019
Q1 | $50K | Sell |
7,410
-440
| -6% | -$3.21K | ﹤0.01% | 5666 |
|
|
2018
Q4 | $64K | Buy |
7,850
+10
| +0.1% | +$88 | ﹤0.01% | 5683 |
|
|
2018
Q3 | $80K | Buy |
7,840
+800
| +11% | +$6.96K | ﹤0.01% | 5759 |
|
|
2018
Q2 | $70K | Buy |
7,040
+680
| +11% | +$5.87K | ﹤0.01% | 5832 |
|
|
2018
Q1 | $55K | Buy |
6,360
+70
| +1% | +$770 | ﹤0.01% | 5865 |
|
|
2017
Q4 | $54K | Hold |
6,290
| – | – | ﹤0.01% | 5817 |
|
|
2017
Q3 | $38K | Buy |
+6,290
| New | +$40K | ﹤0.01% | 5867 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$1K | – | 6862 |
|
|
2017
Q1 | $1K | Sell |
200
-280
| -58% | -$2.27K | ﹤0.01% | 6552 |
|
|
2016
Q4 | $4K | Sell |
480
-100
| -17% | -$803 | ﹤0.01% | 6325 |
|
|
2016
Q3 | $5K | Hold |
580
| – | – | ﹤0.01% | 6260 |
|
|
2016
Q2 | $4K | Hold |
580
| – | – | ﹤0.01% | 6288 |
|
|
2016
Q1 | $5K | Hold |
580
| – | – | ﹤0.01% | 6302 |
|
|
2015
Q4 | $5K | Hold |
580
| – | – | ﹤0.01% | 6402 |
|
|
2015
Q3 | $4K | Sell |
580
-375
| -39% | -$3.45K | ﹤0.01% | 6440 |
|
|
2015
Q2 | $11K | Buy |
955
+150
| +19% | +$1.77K | ﹤0.01% | 6292 |
|
|
2015
Q1 | $10K | Hold |
805
| – | – | ﹤0.01% | 6233 |
|
|
2014
Q4 | $8K | Hold |
805
| – | – | ﹤0.01% | 6263 |
|
|
2014
Q3 | $9K | Sell |
805
-800
| -50% | -$9.23K | ﹤0.01% | 6226 |
|
|
2014
Q2 | $17K | Buy |
1,605
+55
| +4% | +$664 | ﹤0.01% | 6074 |
|
|
2014
Q1 | $21K | Buy |
1,550
+1,050
| +210% | +$12.1K | ﹤0.01% | 5959 |
|
|
2013
Q4 | $5K | Buy |
+500
| New | +$4.35K | ﹤0.01% | 6180 |
|
|
2013
Q3 | – | Sell |
-1,350
| Closed | -$9K | – | 5574 |
|
|
2013
Q2 | $9K | Buy |
+1,350
| New | +$13K | ﹤0.01% | 5310 |
|
Other funds holding PLM
Morgan Stanley's PLM Position: Q4 2023 in Review
Morgan Stanley sold out of PolyMet Mining Corp. (PLM) in Q4 2023, closing a stake of 384,488 shares — an estimated $800K sold.
Morgan Stanley first reported a position in PLM in Q2 2013 and held it in 40 quarters. The position peaked at $1.62M in Q4 2020. 1 fund tracked by Wall St. Rank holds PLM as of Q4 2023.
- Morgan Stanley reported no remaining PolyMet Mining Corp. position as of Q4 2023 after selling out during the quarter.
- Morgan Stanley sold 384,488 PolyMet Mining Corp. shares in Q4 2023, an estimated $800K.
- Morgan Stanley first reported a position in PolyMet Mining Corp. in Q2 2013 and held it in 40 quarters.
- Morgan Stanley's PolyMet Mining Corp. position peaked at $1.62M in Q4 2020.
- 1 fund tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2023.
Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.