Copeland Dividend Growth Fund MS Holdings History
Copeland Dividend Growth Fund's Morgan Stanley Holding Summary
As of 2025-02-28, Copeland Dividend Growth Fund held 4,509.00 shares of Morgan Stanley(MS), totaling $600,190.00. This investment constitutes 1.83% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2022Q3. And since then Copeland Dividend Growth Fund has made 1 purchases of MS, at an average price of $82.09, for a total of 9,329.00 shares. In addition, there have been 10 sales at an average price of $94.55 for 4,820.00 shares. Based on historical transaction data and MS's current price of $140.69, Copeland Dividend Growth Fund's estimated gain on his MS holdings is $324,282.39, reflecting a 42.34% gain to date.
Copeland Dividend Growth Fund MS ($140.69) Holding Chart
Copeland Dividend Growth Fund MS ($140.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
