Morgan Stanley shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.1M | 29k | 177.53 |
| 2025-09-30 | $2.0M | 12k | 158.96 |
| 2025-06-30 | $1.8M | 13k | 140.86 |
| 2025-03-31 | $696k | 6.0k | 116.67 |
| 2024-12-31 | $683k | 5.4k | 125.72 |
| 2024-09-30 | $497k | 4.8k | 104.24 |
| 2024-06-30 | $459k | 4.7k | 97.19 |
| 2024-03-31 | $348k | 3.7k | 94.16 |
| 2023-12-31 | $280k | 3.0k | 93.25 |
| 2023-09-30 | $511k | 6.3k | 81.67 |
| 2023-06-30 | $436k | 5.1k | 85.40 |
| 2023-03-31 | $633k | 7.2k | 87.80 |
| 2022-12-31 | $574k | 6.8k | 85.02 |
| 2022-09-30 | $531k | 6.7k | 78.94 |
| 2022-06-30 | $331k | 4.3k | 76.19 |
| 2022-03-31 | $388k | 4.4k | 87.37 |
| 2021-12-31 | $413k | 4.2k | 98.10 |
| 2021-09-30 | $412k | 4.2k | 97.40 |
| 2021-06-30 | $360k | 3.9k | 91.60 |
| 2021-03-31 | $257k | 3.3k | 77.81 |
| 2019-12-31 | $205k | 4.0k | 51.07 |
More positions owned by Evergreen Capital Management
View all positions for Evergreen Capital Management