FIM
OXM icon

Foresters Investment Management’s Oxford Industries OXM Stock Holding History

Foresters Investment 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
2019
Q3 		$13.2M Buy
184,650
+3,050
+2% +$215K 0.26% 134
2019
Q2 		$13.8M Sell
181,600
-1,400
-0.8% -$107K 0.25% 136
2019
Q1 		$13.8M Sell
183,000
-75,200
-29% -$5.79M 0.24% 142
2018
Q4 		$18.3M Buy
258,200
+26,800
+12% +$2.17M 0.35% 100
2018
Q3 		$20.9M Buy
231,400
+6,000
+3% +$546K 0.33% 103
2018
Q2 		$18.7M Buy
225,400
+6,800
+3% +$548K 0.32% 115
2018
Q1 		$16.3M Sell
218,600
-1,500
-0.7% -$120K 0.27% 133
2017
Q4 		$16.5M Sell
220,100
-240,625
-52% -$16.1M 0.26% 138
2017
Q3 		$29.3M Sell
460,725
-78,100
-14% -$4.77M 0.48% 75
2017
Q2 		$33.7M Sell
538,825
-58,800
-10% -$3.39M 0.57% 54
2017
Q1 		$34.2M Buy
597,625
+64,825
+12% +$3.59M 0.6% 51
2016
Q4 		$32.5M Buy
532,800
+222,000
+71% +$14.6M 0.58% 59
2016
Q3 		$21M Sell
310,800
-36,900
-11% -$2.31M 0.39% 95
2016
Q2 		$19.7M Buy
347,700
+252,500
+265% +$15.6M 0.38% 100
2016
Q1 		$6.4M Buy
95,200
+6,200
+7% +$422K 0.13% 178
2015
Q4 		$5.68M Buy
89,000
+1,000
+1% +$68.9K 0.12% 190
2015
Q3 		$6.5M Buy
88,000
+2,250
+3% +$187K 0.14% 176
2015
Q2 		$7.5M Buy
85,750
+20,750
+32% +$1.64M 0.14% 173
2015
Q1 		$4.9M Buy
+65,000
New +$3.66M 0.09% 214
2014
Q1 		– Sell
-6,900
Closed -$557K – 278
2013
Q4 		$557K Hold
6,900
– – 0.01% 262
2013
Q3 		$469K Hold
6,900
– – 0.01% 267
2013
Q2 		$431K Buy
+6,900
New +$420K 0.01% 221

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
Victory Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Foresters Investment Management's OXM Position: Q3 2019 in Review

Foresters Investment Management increased its Oxford Industries (OXM) stake by 1.7% in Q3 2019, buying an estimated $215K and bringing the position to 184,650 shares worth $13.2M. The position accounts for 0.26% of the portfolio, ranked #134.

Foresters Investment Management first reported a position in OXM in Q2 2013 and has held it in 22 quarters since. The position peaked at $34.2M in Q1 2017. 171 funds tracked by Wall St. Rank hold OXM as of Q3 2019.

  • Foresters Investment Management held 184,650 shares of Oxford Industries worth $13.2M as of Q3 2019.
  • Foresters Investment Management bought 3,050 Oxford Industries shares in Q3 2019, an estimated $215K.
  • Oxford Industries made up 0.26% of Foresters Investment Management's portfolio in Q3 2019, its #134 holding.
  • Foresters Investment Management first reported a position in Oxford Industries in Q2 2013 and has held it in 22 quarters since.
  • Foresters Investment Management's Oxford Industries position peaked at $34.2M in Q1 2017.
  • 171 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.