Morgan Stanley’s Sigmatron International SGMA Stock Holding History

Morgan Stanley’s Portfolio SGMA Stock Details SGMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-195	Closed	-$556	–	8076
2024 Q3	$556	Sell	195 -195	-50%	-$711	﹤0.01%	7290
2024 Q2	$2.18K	Hold	390	–	–	﹤0.01%	7049
2024 Q1	$1.42K	Sell	390 -390	-50%	-$1.31K	﹤0.01%	7130
2023 Q4	$2.35K	Buy	780 +390	+100%	+$1.22K	﹤0.01%	7118
2023 Q3	$1.22K	Sell	390 -400	-51%	-$2.03K	﹤0.01%	7210
2023 Q2	$2.56K	Buy	790 +400	+103%	+$1.22K	﹤0.01%	7139
2023 Q1	$1.03K	Hold	390	–	–	﹤0.01%	7349
2022 Q4	$1.5K	Hold	390	–	–	﹤0.01%	7415
2022 Q3	$2K	Hold	390	–	–	﹤0.01%	7485
2022 Q2	$3K	Hold	390	–	–	﹤0.01%	7527
2022 Q1	$3K	Sell	390 -546	-58%	-$4.57K	﹤0.01%	7691
2021 Q4	$10K	Buy	936 +546	+140%	+$5.25K	﹤0.01%	7471
2021 Q3	$3K	Hold	390	–	–	﹤0.01%	7609
2021 Q2	$2K	Hold	390	–	–	﹤0.01%	7536
2021 Q1	$2K	Hold	390	–	–	﹤0.01%	7281
2020 Q4	$2K	Hold	390	–	–	﹤0.01%	6901
2020 Q3	$1K	Sell	390 -910	-70%	-$2.85K	﹤0.01%	6667
2020 Q2	$4K	Sell	1,300 -1,000	-43%	-$3.15K	﹤0.01%	6351
2020 Q1	$7K	Hold	2,300	–	–	﹤0.01%	6117
2019 Q4	$9K	Hold	2,300	–	–	﹤0.01%	6290
2019 Q3	$9K	Sell	2,300 -1,419	-38%	-$5.44K	﹤0.01%	6246
2019 Q2	$10K	Hold	3,719	–	–	﹤0.01%	6136
2019 Q1	$11K	Sell	3,719 -33	-0.9%	-$94	﹤0.01%	6158
2018 Q4	$9K	Buy	3,752 +33	+0.9%	+$133	﹤0.01%	6191
2018 Q3	$22K	Sell	3,719 -586	-14%	-$4.08K	﹤0.01%	6107
2018 Q2	$30K	Hold	4,305	–	–	﹤0.01%	6046
2018 Q1	$25K	Hold	4,305	–	–	﹤0.01%	6084
2017 Q4	$43K	Sell	4,305 -800	-16%	-$7.69K	﹤0.01%	5866
2017 Q3	$43K	Buy	5,105 +800	+19%	+$6.18K	﹤0.01%	5831
2017 Q2	$27K	Hold	4,305	–	–	﹤0.01%	6025
2017 Q1	$22K	Hold	4,305	–	–	﹤0.01%	6061
2016 Q4	$21K	Hold	4,305	–	–	﹤0.01%	5994
2016 Q3	$23K	Hold	4,305	–	–	﹤0.01%	5870
2016 Q2	$26K	Sell	4,305 -6	-0.1%	-$36	﹤0.01%	5761
2016 Q1	$27K	Sell	4,311 -3,001	-41%	-$20K	﹤0.01%	5830
2015 Q4	$55K	Buy	7,312 +7	+0.1%	+$48	﹤0.01%	5674
2015 Q3	$50K	Sell	7,305 -8	-0.1%	-$53	﹤0.01%	5735
2015 Q2	$66K	Sell	7,313 -949	-11%	-$7.72K	﹤0.01%	5763
2015 Q1	$60K	Buy	8,262 +200	+2%	+$1.32K	﹤0.01%	5729
2014 Q4	$54K	Buy	8,062 +4,000	+98%	+$28.6K	﹤0.01%	5796
2014 Q3	$29K	Buy	4,062 +7	+0.2%	+$74	﹤0.01%	5893
2014 Q2	$49K	Buy	4,055 +163	+4%	+$1.75K	﹤0.01%	5775
2014 Q1	$47K	Buy	3,892 +587	+18%	+$5.86K	﹤0.01%	5736
2013 Q4	$29K	Buy	+3,305	New	+$20.1K	﹤0.01%	5787

Other funds holding SGMA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Morgan Stanley's SGMA Position: Q4 2024 in Review

Morgan Stanley sold out of Sigmatron International (SGMA) in Q4 2024, closing a stake of 195 shares — an estimated $556 sold.

Morgan Stanley first reported a position in SGMA in Q4 2013 and held it in 44 quarters. The position peaked at $66K in Q2 2015. 24 funds tracked by Wall St. Rank hold SGMA as of Q4 2024.

Morgan Stanley reported no remaining Sigmatron International position as of Q4 2024 after selling out during the quarter.
Morgan Stanley sold 195 Sigmatron International shares in Q4 2024, an estimated $556.
Morgan Stanley first reported a position in Sigmatron International in Q4 2013 and held it in 44 quarters.
Morgan Stanley's Sigmatron International position peaked at $66K in Q2 2015.
24 funds tracked by Wall St. Rank held Sigmatron International as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.