ZDA
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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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return