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Milestone Investment Advisors’s Oxford Industries OXM Stock Holding History

Milestone Investment 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
Q4 		– Sell
-400
Closed -$38.5K – 344
2023
Q3 		$38.5K Buy
+400
New +$40.6K 0.01% 220

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
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's OXM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Oxford Industries (OXM) in Q4 2023, closing a stake of 400 shares — an estimated $38.5K sold.

Milestone Investment Advisors first reported a position in OXM in Q3 2023 and held it in 1 quarter. The position peaked at $38.5K in Q3 2023. 254 funds tracked by Wall St. Rank hold OXM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Oxford Industries position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 400 Oxford Industries shares in Q4 2023, an estimated $38.5K.
  • Milestone Investment Advisors first reported a position in Oxford Industries in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Oxford Industries position peaked at $38.5K in Q3 2023.
  • 254 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.