Advisor Partners II’s Oxford Industries OXM Stock Holding History

Advisor Partners II’s Portfolio OXM Stock Details OXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$523K	Buy	5,443 +1,326	+32%	+$135K	0.02%	705
2023 Q2	$405K	Sell	4,117 -22	-0.5%	-$2.25K	0.02%	668
2023 Q1	$437K	Buy	4,139 +429	+12%	+$47.9K	0.02%	600
2022 Q4	$346K	Sell	3,710 -639	-15%	-$64K	0.02%	637
2022 Q3	$390K	Buy	+4,349	New	+$421K	0.03%	532

Other funds holding OXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisor Partners II's OXM Position: Q3 2023 in Review

Advisor Partners II increased its Oxford Industries (OXM) stake by 32% in Q3 2023, buying an estimated $135K and bringing the position to 5,443 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #705.

Advisor Partners II first reported a position in OXM in Q3 2022 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold OXM as of Q3 2023.

Advisor Partners II held 5,443 shares of Oxford Industries worth $523K as of Q3 2023.
Advisor Partners II bought 1,326 Oxford Industries shares in Q3 2023, an estimated $135K.
Oxford Industries made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #705 holding.
Advisor Partners II first reported a position in Oxford Industries in Q3 2022 and has held it in 5 quarters since.
243 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.