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Neo Ivy Capital Management’s Morgan Stanley MS Stock Holding History

Neo Ivy Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,430
Closed -$1.47M – 489
2025
Q2 		$1.47M Buy
+10,430
New +$1.28M 0.47% 77
2024
Q3 		– Sell
-38,092
Closed -$3.7M – 352
2024
Q2 		$3.7M Buy
+38,092
New +$3.63M 0.73% 34
2023
Q4 		$191K Buy
+2,044
New +$164K 0.43% 79
2023
Q3 		– Sell
-4,194
Closed -$358K – 409
2023
Q2 		$358K Buy
+4,194
New +$359K 0.19% 181
2022
Q4 		– Sell
-1,510
Closed -$119K – 482
2022
Q3 		$119K Buy
+1,510
New +$127K 0.31% 126
2020
Q2 		– Sell
-1,610
Closed -$55K – 546
2020
Q1 		$55K Buy
+1,610
New +$75.8K 0.09% 296
2019
Q4 		– Sell
-22,801
Closed -$946K – 354
2019
Q3 		$946K Buy
+22,801
New +$974K 0.62% 57

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