Oxford Asset Management’s Maximus MMS Stock Holding History

Oxford Asset Management’s Portfolio MMS Stock Details MMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19,856	Closed	-$1.71M	–	637
2025 Q4	$1.71M	Buy	+19,856	New	+$1.7M	0.63%	22
2025 Q1	–	Sell	-13,097	Closed	-$978K	–	626
2024 Q4	$978K	Buy	+13,097	New	+$1.07M	0.43%	45
2020 Q1	–	Sell	-12,744	Closed	-$948K	–	852
2019 Q4	$948K	Sell	12,744 -12,821	-50%	-$963K	0.03%	899
2019 Q3	$1.98M	Buy	25,565 +20,909	+449%	+$1.59M	0.05%	550
2019 Q2	$338K	Sell	4,656 -14,900	-76%	-$1.08M	0.01%	1415
2019 Q1	$1.39M	Buy	19,556 +2,112	+12%	+$148K	0.03%	776
2018 Q4	$1.14M	Sell	17,444 -28,597	-62%	-$1.88M	0.03%	795
2018 Q3	$2.99M	Sell	46,041 -19,608	-30%	-$1.27M	0.06%	439
2018 Q2	$4.12M	Buy	65,649 +8,462	+15%	+$548K	0.08%	277
2018 Q1	$3.82M	Buy	57,187 +24,200	+73%	+$1.65M	0.08%	269
2017 Q4	$2.38M	Sell	32,987 -898	-3%	-$60.5K	0.05%	488
2017 Q3	$2.19M	Buy	33,885 +26,148	+338%	+$1.6M	0.04%	578
2017 Q2	$485K	Sell	7,737 -20,838	-73%	-$1.29M	0.01%	1130
2017 Q1	$1.78M	Buy	+28,575	New	+$1.68M	0.04%	548

Other funds holding MMS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return