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Oxford Asset Management’s Morgan Stanley MS Stock Holding History

Oxford Asset Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,855
Closed -$485K – 631
2024
Q4 		$485K Buy
+3,855
New +$475K 0.22% 161
2024
Q3 		– Sell
-2,298
Closed -$223K – 397
2024
Q2 		$223K Buy
+2,298
New +$219K 0.22% 187
2020
Q1 		– Sell
-42,270
Closed -$2.16M – 872
2019
Q4 		$2.16M Buy
+42,270
New +$2M 0.06% 378
2019
Q3 		– Sell
-301,154
Closed -$13.2M – 1862
2019
Q2 		$13.2M Buy
+301,154
New +$13.4M 0.28% 48
2018
Q3 		– Sell
-16,612
Closed -$801K – 1845
2018
Q2 		$801K Buy
+16,612
New +$868K 0.02% 1141
2017
Q1 		– Sell
-65,180
Closed -$2.75M – 1441
2016
Q4 		$2.75M Buy
+65,180
New +$2.46M 0.1% 224
2013
Q3 		– Sell
-488,782
Closed -$11.9M – 862
2013
Q2 		$11.9M Buy
+488,782
New +$11.6M 0.32% 60

Other funds holding MS

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return