SEC 13F Intelligence

Lee Capital Holdings LLC / MS

Lee Capital Holdings LLC’s Morgan Stanley Position

Does Lee Capital Holdings LLC own Morgan Stanley (MS)? Not currently — the last reported position was 40.0K shares worth $3M in Q2 2022; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$3M
Q2 2022
Shares
40.0K
% of Portfolio
+2.38%
Quarters Held
4
position exited

Position History MS

Reported value by quarter
Q3 ’21: $1MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202240.0K$3M+2.38%
Q1 202240.0K$3M+1.96%
Q4 202125.0K$2M+1.28%
Q3 202115.0K$1M+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lee Capital Holdings LLC’s full portfolio or all institutional holders of MS.