GV β€” GOLDFIELD CORP

Ownership history in MORGAN STANLEY  Β·  29 quarters on record

This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in GOLDFIELD CORP (GV). 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.

Position Intelligence

MORGAN STANLEY Γ— GV AI Analytics

πŸ“‰ MORGAN STANLEY underperformed the S&P 500 by –112.8% annually on this GV position. Timing score: 67% (2/3 decisions correct). Maximum drawdown during holding period: –64.1%.

πŸ“ˆ Position Alpha vs SPY
-112.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 112.8% ann.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ›‘οΈ Drawdown Resilience
–64.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

9 adds Β· 18 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    GV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 31 β€” 0% 0.00% $36 $1.17
2025 Q3 REDUCED 31 -1 -3.1% 0.00% $65 $2.11
2025 Q2 REDUCED 32 -70 -68.6% 0.00% $51 $1.59
2025 Q1 REDUCED 102 -843 -89.2% 0.00% $333 $3.26
2020 Q3 REDUCED 945 -900 -48.8% 0.00% $4K β€”
2020 Q2 REDUCED 1,845 -1,855 -50.1% 0.00% $7K β€”
2020 Q1 ADDED 3,700 +1,000 +37.0% 0.00% $11K β€”
2019 Q4 ADDED 2,700 +1,900 +237.5% 0.00% $10K β€”
2019 Q3 UNCHANGED 800 β€” 0% 0.00% $2K β€”
2019 Q2 REDUCED 800 -133 -14.3% 0.00% $2K β€”
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GV

As of 2025 Q4 β€” sorted by position size

DRW Securities, LLC 3Y 7Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Virtu Financial LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% JONES FINANCIAL COMPANIES LLLP 3Y 7Y 0.0%
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