Bank of Montreal
OXM icon

Bank of Montreal’s Oxford Industries OXM Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-2,193
Closed -$225K – 4139
2024
Q2 		$225K Sell
2,193
-315
-13% -$33.2K ﹤0.01% 2921
2024
Q1 		$282K Buy
2,508
+312
+14% +$31.4K ﹤0.01% 2825
2023
Q4 		$227K Buy
2,196
+112
+5% +$10.4K ﹤0.01% 3049
2023
Q3 		$205K Sell
2,084
-94
-4% -$9.54K ﹤0.01% 3049
2023
Q2 		$218K Sell
2,178
-647
-23% -$66.3K ﹤0.01% 3169
2023
Q1 		$299K Buy
2,825
+482
+21% +$53.9K ﹤0.01% 2784
2022
Q4 		$236K Sell
2,343
-62
-3% -$6.21K ﹤0.01% 3064
2022
Q3 		$217 Buy
2,405
+51
+2% +$4.93K ﹤0.01% 3158
2022
Q2 		$227 Sell
2,354
-2,850
-55% -$256K ﹤0.01% 3192
2022
Q1 		$488K Buy
5,204
+286
+6% +$25.3K ﹤0.01% 2868
2021
Q4 		$503K Sell
4,918
-809
-14% -$78.7K ﹤0.01% 2379
2021
Q3 		$541K Buy
5,727
+4
+0.1% +$364 ﹤0.01% 2837
2021
Q2 		$568K Buy
5,723
+1,066
+23% +$100K ﹤0.01% 2770
2021
Q1 		$401K Buy
4,657
+473
+11% +$36.3K ﹤0.01% 2772
2020
Q4 		$300K Buy
4,184
+3,002
+254% +$155K ﹤0.01% 2996
2020
Q3 		$52K Sell
1,182
-2,456
-68% -$111K ﹤0.01% 3408
2020
Q2 		$155K Buy
3,638
+1,395
+62% +$58K ﹤0.01% 2862
2020
Q1 		$72K Sell
2,243
-468
-17% -$28.7K ﹤0.01% 2744
2019
Q4 		$205K Buy
2,711
+377
+16% +$27.2K ﹤0.01% 3149
2019
Q3 		$168K Sell
2,334
-14,183
-86% -$999K ﹤0.01% 3013
2019
Q2 		$1.25M Sell
16,517
-3,274
-17% -$250K ﹤0.01% 1965
2019
Q1 		$1.49M Sell
19,791
-695
-3% -$53.5K ﹤0.01% 1837
2018
Q4 		$1.46M Buy
20,486
+117
+0.6% +$9.48K ﹤0.01% 1690
2018
Q3 		$1.84M Buy
20,369
+1,541
+8% +$140K ﹤0.01% 1715
2018
Q2 		$1.56M Sell
18,828
-1,302
-6% -$105K ﹤0.01% 1772
2018
Q1 		$1.5M Sell
20,130
-908
-4% -$72.7K ﹤0.01% 1710
2017
Q4 		$1.58M Buy
21,038
+20,564
+4,338% +$1.37M ﹤0.01% 1712
2017
Q3 		$30K Hold
474
– – ﹤0.01% 3397
2017
Q2 		$30K Buy
474
+83
+21% +$4.79K ﹤0.01% 3389
2017
Q1 		$22K Sell
391
-49
-11% -$2.71K ﹤0.01% 3340
2016
Q4 		$33K Sell
440
-93
-17% -$6.13K ﹤0.01% 3246
2016
Q3 		$36K Buy
533
+93
+21% +$5.82K ﹤0.01% 3151
2016
Q2 		$25K Sell
440
-174
-28% -$10.8K ﹤0.01% 3299
2016
Q1 		$41K Buy
614
+135
+28% +$9.19K ﹤0.01% 3128
2015
Q4 		$31K Sell
479
-104
-18% -$7.17K ﹤0.01% 3223
2015
Q3 		$44K Buy
583
+153
+36% +$12.7K ﹤0.01% 2973
2015
Q2 		$37K Sell
430
-229
-35% -$18.1K ﹤0.01% 3104
2015
Q1 		$50K Buy
659
+134
+26% +$7.55K ﹤0.01% 2926
2014
Q4 		$29K Buy
525
+33
+7% +$2.01K ﹤0.01% 3224
2014
Q3 		$30K Sell
492
-434
-47% -$27.4K ﹤0.01% 3322
2014
Q2 		$62K Buy
926
+325
+54% +$21.9K ﹤0.01% 3107
2014
Q1 		$47K Sell
601
-35
-6% -$2.7K ﹤0.01% 3150
2013
Q4 		$52K Hold
636
– – ﹤0.01% 2851
2013
Q3 		$43K Buy
636
+35
+6% +$2.31K ﹤0.01% 2899
2013
Q2 		$37K Buy
+601
New +$36.6K ﹤0.01% 2831

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of Montreal's OXM Position: Q3 2024 in Review

Bank of Montreal sold out of Oxford Industries (OXM) in Q3 2024, closing a stake of 2,193 shares — an estimated $225K sold.

Bank of Montreal first reported a position in OXM in Q2 2013 and held it in 45 quarters. The position peaked at $1.84M in Q3 2018. 229 funds tracked by Wall St. Rank hold OXM as of Q3 2024.

  • Bank of Montreal reported no remaining Oxford Industries position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,193 Oxford Industries shares in Q3 2024, an estimated $225K.
  • Bank of Montreal first reported a position in Oxford Industries in Q2 2013 and held it in 45 quarters.
  • Bank of Montreal's Oxford Industries position peaked at $1.84M in Q3 2018.
  • 229 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.