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Meritage Portfolio Management’s Oxford Industries OXM Stock Holding History

Meritage Portfolio 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
2024
Q4 		– Sell
-3,718
Closed -$323K – 338
2024
Q3 		$323K Buy
3,718
+308
+9% +$28.4K 0.02% 294
2024
Q2 		$342K Sell
3,410
-2
-0.1% -$211 0.02% 277
2024
Q1 		$384K Sell
3,412
-197
-5% -$19.8K 0.02% 274
2023
Q4 		$361K Buy
3,609
+77
+2% +$7.16K 0.02% 276
2023
Q3 		$340K Sell
3,532
-120
-3% -$12.2K 0.03% 270
2023
Q2 		$359K Buy
3,652
+592
+19% +$60.6K 0.03% 278
2023
Q1 		$323K Sell
3,060
-104
-3% -$11.6K 0.02% 249
2022
Q4 		$295K Buy
3,164
+108
+4% +$10.8K 0.02% 256
2022
Q3 		$274K Buy
3,056
+10
+0.3% +$967 0.02% 259
2022
Q2 		$270K Buy
3,046
+74
+2% +$6.64K 0.02% 262
2022
Q1 		$269K Buy
2,972
+245
+9% +$21.6K 0.02% 287
2021
Q4 		$277K Buy
+2,727
New +$265K 0.02% 279

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Meritage Portfolio Management's OXM Position: Q4 2024 in Review

Meritage Portfolio Management sold out of Oxford Industries (OXM) in Q4 2024, closing a stake of 3,718 shares — an estimated $323K sold.

Meritage Portfolio Management first reported a position in OXM in Q4 2021 and held it in 12 quarters. The position peaked at $384K in Q1 2024. 221 funds tracked by Wall St. Rank hold OXM as of Q4 2024.

  • Meritage Portfolio Management reported no remaining Oxford Industries position as of Q4 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 3,718 Oxford Industries shares in Q4 2024, an estimated $323K.
  • Meritage Portfolio Management first reported a position in Oxford Industries in Q4 2021 and held it in 12 quarters.
  • Meritage Portfolio Management's Oxford Industries position peaked at $384K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.