SCLZ β€” NORTHERN LTS FD TR III

Ownership history in MORGAN STANLEY  Β·  8 quarters on record

AI Ownership Summary

MORGAN STANLEY reported NORTHERN LTS FD TR III (SCLZ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows SCLZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCLZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in NORTHERN LTS FD TR III, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCLZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held SCLZ β€” position size vs. price
% of Fund (quarterly)    SCLZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,395 β€” 0% 0.00% $131K 2026-02-14 (Est.) $52.82
2025 Q3 UNCHANGED 2,395 β€” 0% 0.00% $130K 2025-11-14 $52.78
2025 Q2 UNCHANGED 2,395 β€” 0% 0.00% $127K 2025-08-14 $50.70
2025 Q1 UNCHANGED 2,395 β€” 0% 0.00% $125K 2025-05-15 $48.20
2024 Q4 UNCHANGED 2,395 β€” 0% 0.00% $128K 2025-02-14 $49.65
2024 Q3 UNCHANGED 2,395 β€” 0% 0.00% $129K 2024-11-14 $48.59
2024 Q2 UNCHANGED 2,395 β€” 0% 0.00% $122K 2024-08-14 $45.84
2024 Q1 INITIATED 2,395 β€” β€” 0.00% $122K 2024-05-15 $44.39

FAQ About MORGAN STANLEY and SCLZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning SCLZ?

MORGAN STANLEY reported SCLZ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SCLZ position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for SCLZ was 0.00% in 2024 Q1.

What is the latest reported SCLZ position on this page?

The most recent filing on this page is 2025 Q4, when MORGAN STANLEY reported 2,395 shares, equal to 0.00% of portfolio, with an estimated market value of $131K.

What does the chart on this SCLZ ownership page compare?

The chart compares MORGAN STANLEY's quarterly SCLZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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