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Affinity Investment Advisors’s Oxford Industries OXM Stock Holding History

Affinity Investment Advisors’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
2024
Q1 		– Sell
-4,900
Closed -$490K – 168
2023
Q4 		$490K Sell
4,900
-3,390
-41% -$315K 0.33% 90
2023
Q3 		$797K Hold
8,290
– – 0.51% 64
2023
Q2 		$816K Sell
8,290
-1,581
-16% -$162K 0.47% 74
2023
Q1 		$1.04M Hold
9,871
– – 0.56% 62
2022
Q4 		$920K Buy
9,871
+90
+0.9% +$9.01K 0.42% 81
2022
Q3 		$878K Hold
9,781
– – 0.46% 71
2022
Q2 		$868K Sell
9,781
-290
-3% -$26K 0.42% 73
2022
Q1 		$911K Buy
+10,071
New +$889K 0.37% 98

Other funds holding OXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Affinity Investment Advisors's OXM Position: Q1 2024 in Review

Affinity Investment Advisors sold out of Oxford Industries (OXM) in Q1 2024, closing a stake of 4,900 shares — an estimated $490K sold.

Affinity Investment Advisors first reported a position in OXM in Q1 2022 and held it in 8 quarters. The position peaked at $1.04M in Q1 2023. 253 funds tracked by Wall St. Rank hold OXM as of Q1 2024.

  • Affinity Investment Advisors reported no remaining Oxford Industries position as of Q1 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 4,900 Oxford Industries shares in Q1 2024, an estimated $490K.
  • Affinity Investment Advisors first reported a position in Oxford Industries in Q1 2022 and held it in 8 quarters.
  • Affinity Investment Advisors's Oxford Industries position peaked at $1.04M in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.