GC
OXLC

Gratus Capital’s Oxford Lane Capital OXLC Stock Holding History

Gratus Capital’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$65K Buy
+2,400
New +$63.2K ﹤0.01% 369

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Gratus Capital's OXLC Position: Q2 2024 in Review

Gratus Capital opened a new position in Oxford Lane Capital (OXLC) in Q2 2024: 2,400 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

101 funds tracked by Wall St. Rank hold OXLC as of Q2 2024.

  • Gratus Capital held 2,400 shares of Oxford Lane Capital worth $65K as of Q2 2024.
  • Oxford Lane Capital was a new Gratus Capital position in Q2 2024.
  • Oxford Lane Capital made up ﹤0.01% of Gratus Capital's portfolio in Q2 2024, its #369 holding.
  • 101 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.