Ownership history in Donoghue Forlines LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Donoghue Forlines LLC reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Donoghue Forlines LLC outperformed the S&P 500 by +23.8% annually on this MS position. Timing score: 25% (1/4 decisions correct). Average cost basis: $149.23. Maximum drawdown during holding period: β6.6%.
π₯ Exceptional β beat the S&P 500 by 23.8% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $113.62 (2025 Q1) Β· Worst: $176.56 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Donoghue Forlines LLC has been actively increasing its MS allocation β a bullish signal from insiders.
Currently 1.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size