Everence Capital Management’s Morgan Stanley MS Stock Holding History

Everence Capital Management’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.13M	Hold
2025 Q2	$4.55M	Hold
2025 Q1	$3.77M	Hold
2024 Q4	$4.06M	Sell
2024 Q3	$3.74M	Buy
2024 Q2	$2.88K	Hold
2024 Q1	$2.99K	Hold
2023 Q4	$2.96M	Hold
2023 Q3	$2.59K	Sell
2023 Q2	$2.89M	Hold
2023 Q1	$3.11K	Hold
2022 Q4	$3.01K	Sell
2022 Q3	$2.9M	Hold
2022 Q2	$2.79M	Hold
2022 Q1	$3.21M	Hold
2021 Q4	$3.61M	Buy
2021 Q3	$2.91M	Hold
2021 Q2	$2.74M	Hold
2021 Q1	$2.32M	Hold
2020 Q4	$2.05M	Buy
2020 Q3	$1.18M	Hold
2020 Q2	$1.08M	Hold
2020 Q1	$832K	Hold
2019 Q4	$1.25M	Sell
2019 Q3	$1.25M	Hold
2019 Q2	$1.28M	Hold
2019 Q1	$1.24M	Buy
2018 Q4	$986K	Hold
2018 Q3	$1.16M	Hold
2018 Q2	$1.18M	Hold
2018 Q1	$1.34M	Hold
2017 Q4	$1.3M	Sell
2017 Q3	$1.37M	Hold
2017 Q2	$1.26M	Hold
2017 Q1	$1.22M	Hold
2016 Q4	$1.2M	Buy
2016 Q3	$860K	Hold
2016 Q2	$697K	Buy
2016 Q1	$395K	Hold
2015 Q4	$502K	Sell
2015 Q3	$719K	Hold
2015 Q2	$885K	Hold
2015 Q1	$816K	Hold
2014 Q4	$885K	Hold
2014 Q3	$783K	Hold
2014 Q2	$737K	Hold
2014 Q1	$711K	Hold
2013 Q4	$715K	Hold
2013 Q3	$615K	Hold
2013 Q2	$557K	Buy