Evercore Equity Fund MSFT Holdings History

Number of Shares
58,350.00
Current Holdings Value*
$21.90 Mil
% of Portfolio
4.89%
Total Estimate Gain
$19.10 Mil
% of Total Estimate Gain
138.25%

Evercore Equity Fund's Microsoft Corp Holding Summary

As of 2025-03-31, Wall Street EWM Funds Trust held 58,350.00 shares of Microsoft Corp(MSFT), totaling $21.90 Mil. This investment constitutes 4.89% of their stock portfolio, and Wall Street EWM Funds Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q1. And since then Evercore Equity Fund has made 5 purchases of MSFT, at an average price of $186.31, for a total of 74,160.00 shares. In addition, there have been 3 sales at an average price of $217.30 for 15,810.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Evercore Equity Fund's estimated gain on his MSFT holdings is $19.10 Mil, reflecting a 138.25% gain to date.

Evercore Equity Fund MSFT ($505.27) Holding Chart

Evercore Equity Fund MSFT ($505.27) 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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