RE Dickinson Investment Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

RE Dickinson Investment Advisors’s Portfolio MSDL Stock Details MSDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$84.2K	Buy	+4,077	New	+$83.4K	0.05%	70

Other funds holding MSDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

RE Dickinson Investment Advisors's MSDL Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Morgan Stanley Direct Lending Fund (MSDL) in Q4 2024: 4,077 shares worth $84.2K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings.

82 funds tracked by Wall St. Rank hold MSDL as of Q4 2024.

RE Dickinson Investment Advisors held 4,077 shares of Morgan Stanley Direct Lending Fund worth $84.2K as of Q4 2024.
Morgan Stanley Direct Lending Fund was a new RE Dickinson Investment Advisors position in Q4 2024.
Morgan Stanley Direct Lending Fund made up 0.05% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #70 holding.
82 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.