Lee Financial’s Oxford Industries OXM Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-8	Closed	-$800	–	617
2023 Q4	$800	Sell	8 -13	-62%	-$1.21K	﹤0.01%	807
2023 Q3	$2.02K	Hold	21	–	–	﹤0.01%	681
2023 Q2	$2.07K	Hold	21	–	–	﹤0.01%	653
2023 Q1	$2.22K	Hold	21	–	–	﹤0.01%	655
2022 Q4	$1.96K	Buy	+21	New	+$2.1K	﹤0.01%	698

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

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

SAM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lee Financial's OXM Position: Q1 2024 in Review

Lee Financial sold out of Oxford Industries (OXM) in Q1 2024, closing a stake of 8 shares — an estimated $800 sold.

Lee Financial first reported a position in OXM in Q4 2022 and held it in 5 quarters. The position peaked at $2.22K in Q1 2023. 253 funds tracked by Wall St. Rank hold OXM as of Q1 2024.

Lee Financial reported no remaining Oxford Industries position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 8 Oxford Industries shares in Q1 2024, an estimated $800.
Lee Financial first reported a position in Oxford Industries in Q4 2022 and held it in 5 quarters.
Lee Financial's Oxford Industries position peaked at $2.22K in Q1 2023.
253 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.