Ownership history in MORGAN STANLEY Β· 14 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in D ULTRA UTILITIES PROSHARES COM (UPW). 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 β17.2% annually on this UPW position. Timing score: 62% (5/8 decisions correct). Average cost basis: $4.99. Maximum drawdown during holding period: β31.6%.
β Significantly underperformed the S&P 500 by 17.2% ann.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $4.91 (2007 Q4) Β· Worst: $21.72 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 4 trims. Bought during 2 of 4 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