NVIM
New Vernon Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
8,550
| – | – | 1.4% | 24 |
|
|
2025
Q1 | $998K | Sell |
8,550
-19,074
| -69% | -$2.23M | 1.33% | 24 |
|
|
2024
Q4 | $286K | Buy |
27,624
+19,074
| +223% | +$198K | 0.38% | 37 |
|
|
2024
Q3 | $891K | Hold |
8,550
| – | – | 0.96% | 28 |
|
|
2024
Q2 | $831K | Hold |
8,550
| – | – | 1.08% | 27 |
|
|
2024
Q1 | $805K | Hold |
8,550
| – | – | 0.68% | 25 |
|
|
2023
Q4 | $797K | Hold |
8,550
| – | – | 0.92% | 23 |
|
|
2023
Q3 | $698K | Hold |
8,550
| – | – | 1.07% | 20 |
|
|
2023
Q2 | $730K | Hold |
8,550
| – | – | 1.18% | 19 |
|
|
2023
Q1 | $751K | Hold |
8,550
| – | – | 1.55% | 15 |
|
|
2022
Q4 | $727K | Hold |
8,550
| – | – | 1.12% | 19 |
|
|
2022
Q3 | $676K | Hold |
8,550
| – | – | 1.38% | 19 |
|
|
2022
Q2 | $650K | Hold |
8,550
| – | – | 1.12% | 22 |
|
|
2022
Q1 | $747K | Hold |
8,550
| – | – | 1.04% | 24 |
|
|
2021
Q4 | $839K | Hold |
8,550
| – | – | 1.34% | 18 |
|
|
2021
Q3 | $832K | Hold |
8,550
| – | – | 1.41% | 16 |
|
|
2021
Q2 | $784K | Hold |
8,550
| – | – | 1.31% | 19 |
|
|
2021
Q1 | $664K | Buy |
+8,550
| New | +$664K | 1.1% | 24 |
|
|
2014
Q1 | – | Sell |
-138,000
| Closed | -$4.33M | – | 44 |
|
|
2013
Q4 | $4.33M | Hold |
138,000
| – | – | 4.41% | 8 |
|
|
2013
Q3 | $3.72M | Sell |
138,000
-48,000
| -26% | -$1.29M | 4.52% | 7 |
|
|
2013
Q2 | $4.54M | Buy |
+186,000
| New | +$4.54M | 5.36% | 6 |
|