Ownership history in MORGAN STANLEY Β· 24 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in INNATE PHARMA S A (IPHA). 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 β26.1% annually on this IPHA position. Timing score: 45% (9/20 decisions correct). Average cost basis: $4.12. Maximum drawdown during holding period: β74.5%.
β Significantly underperformed the S&P 500 by 26.1% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $1.82 (2025 Q2) Β· Worst: $6.85 (2020 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 10 trims. Bought during 4 of 12 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