Evercore Equity Fund MS Holdings History
Evercore Equity Fund's Morgan Stanley Holding Summary
As of 2026-06-30, Wall Street EWM Funds Trust held 108,500.00 shares of Morgan Stanley(MS), totaling $22.68 Mil. This investment constitutes 4.31% of their stock portfolio, and Wall Street EWM Funds Trust now holds 0.01% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2020Q1. And since then Evercore Equity Fund has made 9 purchases of MS, at an average price of $62.24, for a total of 160,195.00 shares. In addition, there have been 3 sales at an average price of $154.11 for 51,695.00 shares. Based on historical transaction data and MS's current price of $217.36, Evercore Equity Fund's estimated gain on his MS holdings is $21.58 Mil, reflecting a 216.41% gain to date.
Evercore Equity Fund MS ($217.36) Holding Chart
Evercore Equity Fund MS ($217.36) 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 % | |||
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