SIC
IIF

Samalin Investment Counsel’s Morgan Stanley India Investment Fund IIF Stock Holding History

Samalin Investment Counsel’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Buy
14,078
+1,055
+8% +$24.6K 0.1% 246
2025
Q4 		$325K Hold
13,023
– – 0.12% 225
2025
Q3 		$343K Sell
13,023
-999
-7% -$27.2K 0.12% 227
2025
Q2 		$396K Hold
14,022
– – 0.15% 210
2025
Q1 		$342K Buy
14,022
+1,237
+10% +$29.8K 0.14% 216
2024
Q4 		$323K Sell
12,785
-337
-3% -$9.38K 0.14% 209
2024
Q3 		$395K Buy
13,122
+1
+0% +$28 0.17% 194
2024
Q2 		$351K Sell
13,121
-1
-0% -$24 0.16% 200
2024
Q1 		$301K Buy
13,122
+1,642
+14% +$37.2K 0.14% 212
2023
Q4 		$246K Sell
11,480
-1
-0% -$22 0.12% 231
2023
Q3 		$257K Sell
11,481
-600
-5% -$13.4K 0.15% 195
2023
Q2 		$262K Sell
12,081
-1,200
-9% -$24.3K 0.14% 206
2023
Q1 		$258K Buy
13,281
+1,865
+16% +$37.4K 0.16% 186
2022
Q4 		$232K Buy
11,416
+1,000
+10% +$23.4K 0.15% 193
2022
Q3 		$242K Hold
10,416
– – 0.18% 167
2022
Q2 		$233K Hold
10,416
– – 0.16% 188
2022
Q1 		$262K Buy
10,416
+337
+3% +$8.68K 0.16% 193
2021
Q4 		$269K Hold
10,079
– – 0.16% 180
2021
Q3 		$278K Buy
10,079
+1
+0% +$26 0.18% 177
2021
Q2 		$249K Sell
10,078
-1,000
-9% -$23.8K 0.16% 194
2021
Q1 		$258K Buy
11,078
+1
+0% +$23 0.17% 188
2020
Q4 		$235K Hold
11,077
– – 0.18% 191
2020
Q3 		$192K Hold
11,077
– – 0.17% 175
2020
Q2 		$179K Hold
11,077
– – 0.19% 150
2020
Q1 		$141K Buy
11,077
+202
+2% +$3.73K 0.19% 125
2019
Q4 		$216K Buy
+10,875
New +$211K 0.18% 144

Other funds holding IIF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

Samalin Investment Counsel's IIF Position: Q1 2026 in Review

Samalin Investment Counsel increased its Morgan Stanley India Investment Fund (IIF) stake by 8.1% in Q1 2026, buying an estimated $24.6K and bringing the position to 14,078 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #246.

Samalin Investment Counsel first reported a position in IIF in Q4 2019 and has held it in 26 quarters since. The position peaked at $396K in Q2 2025. 40 funds tracked by Wall St. Rank hold IIF as of Q1 2026.

  • Samalin Investment Counsel held 14,078 shares of Morgan Stanley India Investment Fund worth $290K as of Q1 2026.
  • Samalin Investment Counsel bought 1,055 Morgan Stanley India Investment Fund shares in Q1 2026, an estimated $24.6K.
  • Morgan Stanley India Investment Fund made up 0.1% of Samalin Investment Counsel's portfolio in Q1 2026, its #246 holding.
  • Samalin Investment Counsel first reported a position in Morgan Stanley India Investment Fund in Q4 2019 and has held it in 26 quarters since.
  • Samalin Investment Counsel's Morgan Stanley India Investment Fund position peaked at $396K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.