Morgan Stanley shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $100M | 1.2M | 81.67 |
| 2023-06-30 | $111M | 1.3M | 85.40 |
| 2023-03-31 | $113M | 1.3M | 87.80 |
| 2022-12-31 | $109M | 1.3M | 85.02 |
| 2022-09-30 | $101M | 1.3M | 79.07 |
| 2022-06-30 | $96M | 1.3M | 76.06 |
| 2022-03-31 | $113M | 1.3M | 87.40 |
| 2021-12-31 | $126M | 1.3M | 98.16 |
| 2021-09-30 | $124M | 1.3M | 97.31 |
| 2021-06-30 | $118M | 1.3M | 91.69 |
| 2021-03-31 | $100M | 1.3M | 77.66 |
| 2020-12-31 | $88M | 1.3M | 68.53 |
| 2020-09-30 | $62M | 1.3M | 48.35 |
| 2020-06-30 | $60M | 1.2M | 48.30 |
| 2020-03-31 | $41M | 1.2M | 34.00 |
| 2019-12-31 | $59M | 1.2M | 51.12 |
| 2019-09-30 | $49M | 1.1M | 42.67 |
| 2019-06-30 | $48M | 1.1M | 43.81 |
| 2019-03-31 | $38M | 905k | 42.20 |
| 2017-12-31 | $418k | 8.4k | 50.00 |
| 2017-09-30 | $418k | 8.4k | 50.00 |
| 2017-06-30 | $376k | 8.4k | 45.00 |
| 2017-03-31 | $430k | 10k | 42.85 |
| 2016-12-31 | $175k | 4.1k | 42.76 |
| 2016-09-30 | $134k | 4.5k | 30.00 |
| 2016-06-30 | $168k | 6.7k | 25.00 |
| 2016-03-31 | $224k | 9.0k | 24.87 |
| 2015-12-31 | $328k | 10k | 32.09 |
| 2015-09-30 | $315k | 10k | 31.34 |
| 2015-06-30 | $384k | 9.9k | 38.81 |
| 2015-03-31 | $376k | 11k | 35.47 |
| 2014-12-31 | $368k | 9.2k | 40.00 |
| 2014-09-30 | $321k | 9.3k | 34.63 |
| 2014-06-30 | $157k | 5.2k | 30.00 |
| 2014-03-31 | $149k | 4.8k | 31.15 |
| 2013-12-31 | $119k | 3.8k | 31.41 |
| 2013-09-30 | $81k | 3.3k | 24.69 |
| 2013-06-30 | $43k | 1.8k | 24.20 |
| 2013-03-31 | $52k | 2.4k | 21.88 |
| 2012-09-30 | $66k | 3.9k | 16.86 |
| 2012-03-31 | $76k | 4.3k | 17.65 |
| 2011-12-31 | $67k | 3.8k | 17.65 |
| 2011-09-30 | $122k | 10k | 12.21 |
| 2011-06-30 | $257k | 11k | 23.78 |
| 2011-03-31 | $439k | 16k | 27.74 |
| 2010-12-31 | $358k | 13k | 28.27 |
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