Ownership history in MORGAN STANLEY Β· 39 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in DIREXION SHS ETF TR (LABD). 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 β62.6% annually on this LABD position. Timing score: 53% (20/38 decisions correct). Average cost basis: $6127.13. Maximum drawdown during holding period: β100.0%.
β Significantly underperformed the S&P 500 by 62.6% ann.
38 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 38 add/trim decisions correct
Best entry: $67.93 (2024 Q1) Β· Worst: $92156.01 (2016 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 21 trims. Bought during 11 of 24 down-price quarters. π Predominantly trimming β distribution phase.
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