Morgan Stanley shares owned by Oak Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Oak Asset Management
from 13F filings
Historical chart of Oak Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Oak Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 17k | 125.72 |
| 2024-09-30 | $1.8M | 17k | 104.24 |
| 2024-06-30 | $1.7M | 18k | 97.19 |
| 2024-03-31 | $1.6M | 17k | 94.16 |
| 2023-12-31 | $1.6M | 17k | 93.25 |
| 2023-09-30 | $1.4M | 17k | 81.67 |
| 2023-06-30 | $1.4M | 17k | 85.40 |
| 2023-03-31 | $1.5M | 17k | 87.80 |
| 2022-12-31 | $1.4M | 17k | 85.02 |
| 2022-09-30 | $1.3M | 17k | 78.98 |
| 2022-03-31 | $1.4M | 16k | 87.42 |
| 2021-12-31 | $1.5M | 16k | 98.16 |
| 2021-09-30 | $1.6M | 16k | 101.43 |
| 2021-06-30 | $1.4M | 15k | 91.72 |
| 2021-03-31 | $1.3M | 16k | 77.69 |
| 2020-12-31 | $1.1M | 17k | 68.55 |
| 2020-09-30 | $866k | 17k | 51.78 |
| 2020-06-30 | $793k | 16k | 48.27 |
| 2020-03-31 | $610k | 18k | 33.99 |
| 2019-12-31 | $916k | 18k | 51.12 |
| 2019-09-30 | $753k | 18k | 42.68 |
| 2019-06-30 | $755k | 17k | 44.49 |
| 2019-03-31 | $559k | 13k | 42.19 |
| 2018-12-31 | $380k | 9.6k | 39.65 |
| 2018-09-30 | $676k | 15k | 46.54 |