Advisory Research’s Oxford Industries OXM Stock Holding History

Advisory Research’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
2018 Q4	–	Sell	-17,966	Closed	-$1.62M	–	384
2018 Q3	$1.62M	Sell	17,966 -5,088	-22%	-$463K	0.03%	218
2018 Q2	$1.91M	Buy	23,054 +9,368	+68%	+$755K	0.03%	215
2018 Q1	$1.02M	Sell	13,686 -3,906	-22%	-$313K	0.02%	265
2017 Q4	$1.32M	Buy	+17,592	New	+$1.18M	0.02%	255

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

SAM

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Advisory Research's OXM Position: Q4 2018 in Review

Advisory Research sold out of Oxford Industries (OXM) in Q4 2018, closing a stake of 17,966 shares — an estimated $1.62M sold.

Advisory Research first reported a position in OXM in Q4 2017 and held it in 4 quarters. The position peaked at $1.91M in Q2 2018. 187 funds tracked by Wall St. Rank hold OXM as of Q4 2018.

Advisory Research reported no remaining Oxford Industries position as of Q4 2018 after selling out during the quarter.
Advisory Research sold 17,966 Oxford Industries shares in Q4 2018, an estimated $1.62M.
Advisory Research first reported a position in Oxford Industries in Q4 2017 and held it in 4 quarters.
Advisory Research's Oxford Industries position peaked at $1.91M in Q2 2018.
187 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2018.

Based on Advisory Research's 13F filing for Q4 2018, filed 13 Feb 2019.