SFI
Susquehanna Fundamental Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,800
| Closed | -$3.36M | – | 910 |
|
|
2025
Q1 | $3.36M | Hold |
28,800
| – | – | 0.05% | 403 |
|
|
2024
Q4 | $3.62M | Buy |
+28,800
| New | +$3.62M | 0.05% | 396 |
|
|
2024
Q2 | $20M | Buy |
+206,066
| New | +$20M | 0.46% | 54 |
|
|
2021
Q3 | – | Sell |
-29,179
| Closed | -$2.68M | – | 1814 |
|
|
2021
Q2 | $2.68M | Sell |
29,179
-26,620
| -48% | -$2.44M | 0.05% | 506 |
|
|
2021
Q1 | $4.33M | Buy |
+55,799
| New | +$4.33M | 0.07% | 362 |
|
|
2019
Q3 | – | Sell |
-13,200
| Closed | -$578K | – | 362 |
|
|
2019
Q2 | $578K | Sell |
13,200
-20,889
| -61% | -$915K | 0.07% | 240 |
|
|
2019
Q1 | $1.44M | Sell |
34,089
-179,700
| -84% | -$7.59M | 0.16% | 173 |
|
|
2018
Q4 | $8.48M | Buy |
213,789
+29,100
| +16% | +$1.15M | 1.48% | 7 |
|
|
2018
Q3 | $8.6M | Buy |
+184,689
| New | +$8.6M | 1.46% | 6 |
|
|
2018
Q2 | – | Sell |
-116,900
| Closed | -$6.31M | – | 447 |
|
|
2018
Q1 | $6.31M | Buy |
+116,900
| New | +$6.31M | 0.75% | 15 |
|