Ownership history in MORGAN STANLEY Β· 8 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPUC). 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 outperformed the S&P 500 by +6.3% annually on this SPUC position. Average cost basis: $27.91. Maximum drawdown during holding period: β9.1%.
π₯ Exceptional β beat the S&P 500 by 6.3% per year on this position.
7 quarters analyzed
Best entry: $27.91 (2023 Q2) Β· Worst: $27.91 (2023 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 1 trim. Bought during 0 of 2 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