Ownership history in MORGAN STANLEY Β· 30 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in INVESCO EXCH TRD SLF IDX FD (BSJP). 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 β10.1% annually on this BSJP position. Timing score: 61% (17/28 decisions correct). Average cost basis: $19.14. Maximum drawdown during holding period: β12.8%.
β Significantly underperformed the S&P 500 by 10.1% ann.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 28 add/trim decisions correct
Best entry: $15.31 (2018 Q4) Β· Worst: $22.06 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
20 adds Β· 10 trims. Bought during 4 of 4 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.