Ownership history in MORGAN STANLEY Β· 33 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in DIREXION SHS ETF TR (CWEB). 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 β19.0% annually on this CWEB position. Timing score: 56% (9/16 decisions correct). Average cost basis: $33.45. Maximum drawdown during holding period: β94.9%.
β Significantly underperformed the S&P 500 by 19.0% ann.
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 16 add/trim decisions correct
Best entry: $28.55 (2024 Q2) Β· Worst: $444.65 (2020 Q3)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 9 trims. Bought during 4 of 18 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