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Morgan Stanley shares owned by Copeland Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Copeland Capital Management from 13F filings

Historical chart of Copeland Capital Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Copeland Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Copeland Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 198k 104.24
2024-06-30 $20M 206k 97.19
2024-03-31 $19M 199k 94.16
2023-12-31 $13M 141k 93.25
2023-09-30 $12M 144k 81.67
2023-06-30 $13M 148k 85.40
2023-03-31 $6.6M 75k 87.79
2022-12-31 $6.6M 77k 85.02
2022-09-30 $6.3M 80k 79.01
2022-06-30 $5.3M 70k 76.07