Zweig-DiMenna Associates’s Morgan Stanley MS Stock Holding History

Zweig-DiMenna Associates’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-110,000	Closed	-$5.31M	–	141
2020 Q2	$5.31M	Buy	+110,000	New	+$4.62M	0.56%	63
2019 Q3	–	Sell	-49,697	Closed	-$2.18M	–	109
2019 Q2	$2.18M	Buy	+49,697	New	+$2.22M	0.21%	83
2018 Q3	–	Sell	-54,910	Closed	-$2.6M	–	164
2018 Q2	$2.6M	Buy	+54,910	New	+$2.87M	0.16%	106
2017 Q2	–	Sell	-10,000	Closed	-$428K	–	235
2017 Q1	$428K	Sell	10,000 -191,307	-95%	-$8.49M	0.04%	118
2016 Q4	$8.51M	Buy	+201,307	New	+$7.61M	0.61%	66
2016 Q3	–	Sell	-8,900	Closed	-$231K	–	198
2016 Q2	$231K	Buy	+8,900	New	+$233K	0.02%	114
2016 Q1	–	Sell	-9,300	Closed	-$296K	–	244
2015 Q4	$296K	Buy	+9,300	New	+$309K	0.01%	184

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zweig-DiMenna Associates's MS Position: Q3 2020 in Review

Zweig-DiMenna Associates sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 110,000 shares — an estimated $5.31M sold.

Zweig-DiMenna Associates first reported a position in MS in Q4 2015 and held it in 7 quarters. The position peaked at $8.51M in Q4 2016. 1,144 funds tracked by Wall St. Rank hold MS as of Q3 2020.

Zweig-DiMenna Associates reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
Zweig-DiMenna Associates sold 110,000 Morgan Stanley shares in Q3 2020, an estimated $5.31M.
Zweig-DiMenna Associates first reported a position in Morgan Stanley in Q4 2015 and held it in 7 quarters.
Zweig-DiMenna Associates's Morgan Stanley position peaked at $8.51M in Q4 2016.
1,144 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2020, filed 27 Oct 2020.