SA
IIF

Sanctuary Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

Sanctuary Advisors’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
2025
Q1 		– Sell
-8,904
Closed -$216K – 2316
2024
Q4 		$216K Buy
8,904
+872
+11% +$24.3K ﹤0.01% 2208
2024
Q3 		$224K Buy
+8,032
New +$222K ﹤0.01% 2170

Other funds holding IIF

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Sanctuary Advisors's IIF Position: Q1 2025 in Review

Sanctuary Advisors sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2025, closing a stake of 8,904 shares — an estimated $216K sold.

Sanctuary Advisors first reported a position in IIF in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q3 2024. 52 funds tracked by Wall St. Rank hold IIF as of Q1 2025.

  • Sanctuary Advisors reported no remaining Morgan Stanley India Investment Fund position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 8,904 Morgan Stanley India Investment Fund shares in Q1 2025, an estimated $216K.
  • Sanctuary Advisors first reported a position in Morgan Stanley India Investment Fund in Q3 2024 and held it in 2 quarters.
  • Sanctuary Advisors's Morgan Stanley India Investment Fund position peaked at $224K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.