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Aperio Group’s Oxford Industries OXM Stock Holding History

Aperio Group’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
2020
Q4 		$708K Sell
10,815
-138
-1% -$7.13K ﹤0.01% 1783
2020
Q3 		$442K Sell
10,953
-5,301
-33% -$239K ﹤0.01% 1873
2020
Q2 		$715K Buy
16,254
+7,709
+90% +$321K ﹤0.01% 1582
2020
Q1 		$310K Buy
8,545
+1,177
+16% +$72.2K ﹤0.01% 1886
2019
Q4 		$556K Sell
7,368
-35
-0.5% -$2.53K ﹤0.01% 1745
2019
Q3 		$531K Sell
7,403
-548
-7% -$38.6K ﹤0.01% 1729
2019
Q2 		$603K Sell
7,951
-244
-3% -$18.7K ﹤0.01% 1668
2019
Q1 		$617K Buy
8,195
+896
+12% +$68.9K ﹤0.01% 1624
2018
Q4 		$519K Sell
7,299
-759
-9% -$61.5K ﹤0.01% 1654
2018
Q3 		$727K Buy
8,058
+2,123
+36% +$193K ﹤0.01% 1573
2018
Q2 		$492K Buy
5,935
+60
+1% +$4.84K ﹤0.01% 1746
2018
Q1 		$438K Buy
5,875
+241
+4% +$19.3K ﹤0.01% 1758
2017
Q4 		$424K Buy
5,634
+441
+8% +$29.5K ﹤0.01% 1777
2017
Q3 		$330K Sell
5,193
-1,610
-24% -$98.3K ﹤0.01% 1867
2017
Q2 		$425K Buy
6,803
+1,403
+26% +$80.9K ﹤0.01% 1725
2017
Q1 		$309K Buy
5,400
+615
+13% +$34K ﹤0.01% 1810
2016
Q4 		$288K Sell
4,785
-2,108
-31% -$139K ﹤0.01% 1812
2016
Q3 		$467K Buy
6,893
+2,610
+61% +$163K ﹤0.01% 1490
2016
Q2 		$243K Sell
4,283
-311
-7% -$19.2K ﹤0.01% 1754
2016
Q1 		$309K Buy
4,594
+353
+8% +$24K ﹤0.01% 1631
2015
Q4 		$271K Sell
4,241
-233
-5% -$16.1K ﹤0.01% 1677
2015
Q3 		$331K Sell
4,474
-236
-5% -$19.6K ﹤0.01% 1524
2015
Q2 		$412K Buy
4,710
+82
+2% +$6.5K ﹤0.01% 1442
2015
Q1 		$349K Buy
+4,628
New +$261K ﹤0.01% 1470

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's OXM Position: Q4 2020 in Review

Aperio Group reduced its Oxford Industries (OXM) stake by 1.3% in Q4 2020, selling an estimated $7.13K and leaving 10,815 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Aperio Group first reported a position in OXM in Q1 2015 and has held it in 24 quarters since. The position peaked at $727K in Q3 2018. 149 funds tracked by Wall St. Rank hold OXM as of Q4 2020.

  • Aperio Group held 10,815 shares of Oxford Industries worth $708K as of Q4 2020.
  • Aperio Group sold 138 Oxford Industries shares in Q4 2020, an estimated $7.13K.
  • Oxford Industries made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1783 holding.
  • Aperio Group first reported a position in Oxford Industries in Q1 2015 and has held it in 24 quarters since.
  • Aperio Group's Oxford Industries position peaked at $727K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.