Question 1

How many shares of MS does Epoch Investment Partners, Inc. own?

Accepted Answer

Epoch Investment Partners, Inc. previously held 0 shares of MS (MORGAN STANLEY) before exiting the position in 2024-Q4.

Question 2

What is Epoch Investment Partners, Inc.'s MS position worth?

Accepted Answer

Epoch Investment Partners, Inc.'s MS position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Epoch Investment Partners, Inc. buying or selling MS?

Accepted Answer

In 2024-Q4, Epoch Investment Partners, Inc. exited their MS position entirely (-100.0% change in shares).

Question 4

When did Epoch Investment Partners, Inc. first buy MS?

Accepted Answer

Based on available 13F filings, Epoch Investment Partners, Inc. first reported a position in MS in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$120.31	0
2024-Q3	Increased	28,461	+0.9%	$3M	0.0%	$98.97	27