Congress Asset Management’s Oxford Industries OXM Stock Holding History

Congress Asset Management’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 Q1	–	Sell	-29,408	Closed	-$2.22M	–	346
2019 Q4	$2.22M	Sell	29,408 -30,006	-51%	-$2.17M	0.03%	244
2019 Q3	$4.26M	Buy	59,414 +2,537	+4%	+$179K	0.05%	191
2019 Q2	$4.31M	Buy	56,877 +1,490	+3%	+$114K	0.05%	206
2019 Q1	$4.17M	Buy	55,387 +6,109	+12%	+$470K	0.05%	201
2018 Q4	$3.5M	Sell	49,278 -4,317	-8%	-$350K	0.05%	206
2018 Q3	$4.83M	Buy	53,595 +731	+1%	+$66.5K	0.06%	189
2018 Q2	$4.39M	Buy	52,864 +10,393	+24%	+$838K	0.06%	195
2018 Q1	$3.17M	Buy	+42,471	New	+$3.4M	0.04%	224

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

CCMLC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Congress Asset Management's OXM Position: Q1 2020 in Review

Congress Asset Management sold out of Oxford Industries (OXM) in Q1 2020, closing a stake of 29,408 shares — an estimated $2.22M sold.

Congress Asset Management first reported a position in OXM in Q1 2018 and held it in 8 quarters. The position peaked at $4.83M in Q3 2018. 146 funds tracked by Wall St. Rank hold OXM as of Q1 2020.

Congress Asset Management reported no remaining Oxford Industries position as of Q1 2020 after selling out during the quarter.
Congress Asset Management sold 29,408 Oxford Industries shares in Q1 2020, an estimated $2.22M.
Congress Asset Management first reported a position in Oxford Industries in Q1 2018 and held it in 8 quarters.
Congress Asset Management's Oxford Industries position peaked at $4.83M in Q3 2018.
146 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2020.

Based on Congress Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.