Ownership history in MORGAN STANLEY Β· 3 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in URGENTLY INC (ULY). 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 β62.8% annually on this ULY position. Average cost basis: $4.68. Maximum drawdown during holding period: β49.5%.
β Significantly underperformed the S&P 500 by 62.8% ann.
2 quarters analyzed
Best entry: $4.67 (2025 Q1) Β· Worst: $6.40 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
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.
As of 2025 Q4 β sorted by position size