Homrich & Berg’s Oxford Industries OXM Stock Holding History

Homrich & Berg’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	-4,894	Closed	-$369K	–	350
2019 Q4	$369K	Buy	+4,894	New	+$353K	0.02%	266

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

Homrich & Berg's OXM Position: Q1 2020 in Review

Homrich & Berg sold out of Oxford Industries (OXM) in Q1 2020, closing a stake of 4,894 shares — an estimated $369K sold.

Homrich & Berg first reported a position in OXM in Q4 2019 and held it in 1 quarter. The position peaked at $369K in Q4 2019. 146 funds tracked by Wall St. Rank hold OXM as of Q1 2020.

Homrich & Berg reported no remaining Oxford Industries position as of Q1 2020 after selling out during the quarter.
Homrich & Berg sold 4,894 Oxford Industries shares in Q1 2020, an estimated $369K.
Homrich & Berg first reported a position in Oxford Industries in Q4 2019 and held it in 1 quarter.
Homrich & Berg's Oxford Industries position peaked at $369K in Q4 2019.
146 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2020.

Based on Homrich & Berg's 13F filing for Q1 2020, filed 8 May 2020.