Epoch Investment Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $36.7M | Sell |
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|
2023
Q2 | $40.4M | Sell |
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|
2023
Q1 | $46.2M | Sell |
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|
2022
Q4 | $59.1M | Sell |
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|
2022
Q3 | $62M | Sell |
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|
2022
Q2 | $68.9M | Sell |
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|
2022
Q1 | $93M | Sell |
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|
2021
Q4 | $118M | Sell |
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|
2021
Q3 | $122M | Sell |
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|
2021
Q2 | $187M | Sell |
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|
2021
Q1 | $248M | Sell |
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|
2020
Q4 | $236M | Buy |
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|
2020
Q3 | $113M | Sell |
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|
2020
Q2 | $118M | Sell |
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|
2020
Q1 | $88.4M | Sell |
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|
2019
Q4 | $153M | Sell |
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|
2019
Q3 | $147M | Sell |
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|
2019
Q2 | $179M | Sell |
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|
2019
Q1 | $181M | Sell |
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|
2018
Q4 | $253M | Sell |
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|
2018
Q3 | $338M | Sell |
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|
2018
Q2 | $364K | Sell |
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|
2018
Q1 | $494M | Sell |
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|
2017
Q4 | $490M | Sell |
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|
2017
Q3 | $474M | Buy |
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|
2017
Q2 | $430M | Buy |
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|
2017
Q1 | $215M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $149M | Sell |
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|
2015
Q3 | $148M | Sell |
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|
2015
Q2 | $206M | Sell |
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|
2015
Q1 | $202M | Sell |
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|
2014
Q4 | $251M | Sell |
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|
2014
Q3 | $227M | Buy |
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|
2014
Q2 | $209M | Buy |
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|
2014
Q1 | $157M | Buy |
|