Ownership history in MORGAN STANLEY Β· 7 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in LOCAFY LIMITED (LCFY). 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 MORGAN STANLEY underperformed the S&P 500 by β77.4% annually on this LCFY position. Timing score: 33% (2/6 decisions correct). Average cost basis: $6.11. Maximum drawdown during holding period: β60.8%.
β Significantly underperformed the S&P 500 by 77.4% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $4.51 (2025 Q1) Β· Worst: $7.15 (2023 Q3)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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.