Morgan Stanley shares owned by Epoch Investment Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Epoch Investment Partners
from 13F filings
Historical chart of Epoch Investment Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by Epoch Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Epoch Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $37M | 450k | 81.67 |
| 2023-06-30 | $40M | 473k | 85.40 |
| 2023-03-31 | $46M | 526k | 87.80 |
| 2022-12-31 | $59M | 695k | 85.02 |
| 2022-09-30 | $62M | 784k | 79.01 |
| 2022-06-30 | $69M | 906k | 76.07 |
| 2022-03-31 | $93M | 1.1M | 87.39 |
| 2021-12-31 | $118M | 1.2M | 98.16 |
| 2021-09-30 | $122M | 1.3M | 97.31 |
| 2021-06-30 | $187M | 2.0M | 91.70 |
| 2021-03-31 | $248M | 3.2M | 77.66 |
| 2020-12-31 | $236M | 3.4M | 68.53 |
| 2020-09-30 | $113M | 2.3M | 48.35 |
| 2020-06-30 | $118M | 2.4M | 48.30 |
| 2020-03-31 | $88M | 2.6M | 34.00 |
| 2019-12-31 | $153M | 3.0M | 51.12 |
| 2019-09-30 | $147M | 3.4M | 42.67 |
| 2019-06-30 | $179M | 4.1M | 43.81 |
| 2019-03-31 | $181M | 4.3M | 42.20 |
| 2018-12-31 | $253M | 6.4M | 39.65 |
| 2018-09-30 | $338M | 7.3M | 46.57 |
| 2018-06-30 | $364M | 7.7M | 47.40 |
| 2018-03-31 | $494M | 9.1M | 53.96 |
| 2017-12-31 | $490M | 9.3M | 52.47 |
| 2017-09-30 | $474M | 9.8M | 48.17 |
| 2017-06-30 | $430M | 9.7M | 44.56 |
| 2017-03-31 | $215M | 5.0M | 42.84 |
| 2015-12-31 | $149M | 4.7M | 31.81 |
| 2015-09-30 | $145M | 4.7M | 30.93 |
| 2015-06-30 | $206M | 5.3M | 38.79 |
| 2015-03-31 | $202M | 5.7M | 35.69 |
| 2014-12-31 | $251M | 6.5M | 38.80 |
| 2014-09-30 | $227M | 6.6M | 34.57 |
| 2014-06-30 | $209M | 6.5M | 32.33 |
| 2014-03-31 | $157M | 5.0M | 31.17 |