EWM
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Evermay Wealth Management’s Madison Square Garden MSGS Stock Holding History

Evermay Wealth Management’s Portfolio MSGS Stock Details MSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$189 – 572
2023
Q2 		$189 Buy
+1
New +$189 ﹤0.01% 540

Other funds holding MSGS

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SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's MSGS Position: Q3 2023 in Review

Evermay Wealth Management sold out of Madison Square Garden (MSGS) in Q3 2023, closing a stake of 1 share — an estimated $189 sold.

Evermay Wealth Management first reported a position in MSGS in Q2 2023 and held it in 1 quarter. The position peaked at $189 in Q2 2023. 280 funds tracked by Wall St. Rank hold MSGS as of Q3 2023.

  • Evermay Wealth Management reported no remaining Madison Square Garden position as of Q3 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1 Madison Square Garden share in Q3 2023, an estimated $189.
  • Evermay Wealth Management first reported a position in Madison Square Garden in Q2 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Madison Square Garden position peaked at $189 in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Madison Square Garden as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.