Ownership history in MORGAN STANLEY Β· 11 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in PROSHARES TR (ANEW). 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 β4.3% annually on this ANEW position. Timing score: 67% (4/6 decisions correct). Average cost basis: $34.16. Maximum drawdown during holding period: β2.6%.
β οΈ Trailed SPY by 4.3% ann. on this position.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $33.59 (2023 Q3) Β· Worst: $50.05 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 3 trims. Bought during 0 of 2 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