Capstone Investment Advisors
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Capstone Investment Advisors’s Oxford Industries OXM Stock Holding History

Capstone 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
Q2 		– Sell
-15,160
Closed -$1.7M – 2359
2024
Q1 		$1.7M Buy
15,160
+9,363
+162% +$942K 0.01% 857
2023
Q4 		$580K Buy
+5,797
New +$539K ﹤0.01% 1277
2023
Q3 		– Sell
-3,108
Closed -$306K – 2238
2023
Q2 		$306K Buy
+3,108
New +$318K ﹤0.01% 1385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capstone Investment Advisors's OXM Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Oxford Industries (OXM) in Q2 2024, closing a stake of 15,160 shares — an estimated $1.7M sold.

Capstone Investment Advisors first reported a position in OXM in Q2 2023 and held it in 3 quarters. The position peaked at $1.7M in Q1 2024. 241 funds tracked by Wall St. Rank hold OXM as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Oxford Industries position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 15,160 Oxford Industries shares in Q2 2024, an estimated $1.7M.
  • Capstone Investment Advisors first reported a position in Oxford Industries in Q2 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Oxford Industries position peaked at $1.7M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.