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	-700	Closed	-$128K	–	7969
2023 Q4	$128K	Buy	+700	New	+$1.43M	﹤0.01%	6082
2023 Q3	–	Sell	-5	Closed	-$36K	–	7705
2023 Q2	$36K	Buy	+5	New	+$32.2K	﹤0.01%	6345

Other funds holding UCAR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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 700 shares — an estimated $128K sold.

Morgan Stanley first reported a position in UCAR in Q2 2023 and held it in 2 quarters. The position peaked at $128K in Q4 2023. 8 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 700 U Power Ltd shares in Q1 2024, an estimated $128K.
Morgan Stanley first reported a position in U Power Ltd in Q2 2023 and held it in 2 quarters.
Morgan Stanley's U Power Ltd position peaked at $128K in Q4 2023.
8 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.