JP Morgan Private Wealth Advisors’s Oxford Industries OXM Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$262K	Sell	2,728 -105	-4%	-$10.7K	﹤0.01%	1536
2023 Q2	$279K	Sell	2,833 -372	-12%	-$38.1K	﹤0.01%	1265
2023 Q1	$338K	Buy	3,205 +166	+5%	+$18.6K	﹤0.01%	1630
2022 Q4	$283K	Sell	3,039 -31	-1%	-$3.1K	﹤0.01%	1676
2022 Q3	$276K	Buy	3,070 +107	+4%	+$10.4K	﹤0.01%	1684
2022 Q2	$263K	Sell	2,963 -32	-1%	-$2.87K	﹤0.01%	1711
2022 Q1	$271K	Buy	2,995 +516	+21%	+$45.6K	﹤0.01%	1794
2021 Q4	$252K	Buy	2,479 +4	+0.2%	+$389	﹤0.01%	1819
2021 Q3	$223K	Buy	2,475 +15	+0.6%	+$1.36K	﹤0.01%	1815
2021 Q2	$243K	Buy	2,460 +145	+6%	+$13.6K	﹤0.01%	1759
2021 Q1	$202K	Buy	+2,315	New	+$178K	﹤0.01%	1689
2019 Q1	–	Sell	-2,929	Closed	-$208K	–	1499
2018 Q4	$208K	Sell	2,929 -239	-8%	-$19.4K	﹤0.01%	1330
2018 Q3	$286K	Buy	3,168 +127	+4%	+$11.6K	﹤0.01%	1321
2018 Q2	$252K	Buy	+3,041	New	+$245K	﹤0.01%	1274

Other funds holding OXM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OXM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Oxford Industries (OXM) stake by 3.7% in Q3 2023, selling an estimated $10.7K and leaving 2,728 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

JP Morgan Private Wealth Advisors first reported a position in OXM in Q2 2018 and has held it in 14 quarters since. The position peaked at $338K in Q1 2023. 243 funds tracked by Wall St. Rank hold OXM as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,728 shares of Oxford Industries worth $262K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 105 Oxford Industries shares in Q3 2023, an estimated $10.7K.
Oxford Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1536 holding.
JP Morgan Private Wealth Advisors first reported a position in Oxford Industries in Q2 2018 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Oxford Industries position peaked at $338K in Q1 2023.
243 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.