Morgan Stanley’s U Power Ltd UCAR Stock Holding History

Morgan Stanley’s Portfolio UCAR Stock Details UCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17	Closed	-$64.2K	–	7966
2023 Q4	$64.2K	Buy	+17	New	+$692K	﹤0.01%	6082
2023 Q3	–	Hold	0	–	-$36K	–	7705
2023 Q2	–	Hold	0	–	–	–	6345

Other funds holding UCAR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley's UCAR Position: Q1 2024 in Review

Morgan Stanley sold out of U Power Ltd (UCAR) in Q1 2024, closing a stake of 17 shares — an estimated $64.2K sold.

Morgan Stanley first reported a position in UCAR in Q4 2023 and held it in 1 quarter. The position peaked at $64.2K in Q4 2023. 7 funds tracked by Wall St. Rank hold UCAR as of Q1 2024.

Morgan Stanley reported no remaining U Power Ltd position as of Q1 2024 after selling out during the quarter.
Morgan Stanley sold 17 U Power Ltd shares in Q1 2024, an estimated $64.2K.
Morgan Stanley first reported a position in U Power Ltd in Q4 2023 and held it in 1 quarter.
Morgan Stanley's U Power Ltd position peaked at $64.2K in Q4 2023.
7 funds tracked by Wall St. Rank held U Power Ltd as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.