Monarch Partners Asset Management’s Oxford Industries OXM Stock Holding History

Monarch Partners Asset 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
2022 Q4	$4.49M	Buy	48,180 +2,492	+5%	+$249K	1.33%	9
2022 Q3	$4.1M	Buy	45,688 +14,229	+45%	+$1.38M	1.23%	14
2022 Q2	$2.79M	Buy	+31,459	New	+$2.82M	0.78%	52
2022 Q1	–	Sell	-55,754	Closed	-$5.66M	–	168
2021 Q4	$5.66M	Sell	55,754 -44,147	-44%	-$4.29M	1.15%	13
2021 Q3	$9.01M	Buy	+99,901	New	+$9.09M	1.32%	18
2015 Q4	–	Sell	-18,686	Closed	-$1.38M	–	175
2015 Q3	$1.38M	Sell	18,686 -16,314	-47%	-$1.35M	0.17%	122
2015 Q2	$3.06M	Hold	35,000	–	–	0.42%	82
2015 Q1	$2.64M	Buy	+35,000	New	+$1.97M	0.52%	78
2014 Q4	–	Sell	-27,399	Closed	-$1.67M	–	145
2014 Q3	$1.67M	Sell	27,399 -35,782	-57%	-$2.26M	0.44%	94
2014 Q2	$4.21M	Buy	63,181 +24,457	+63%	+$1.65M	1.1%	33
2014 Q1	$3.03M	Buy	+38,724	New	+$2.99M	1.1%	25

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

GKIM

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monarch Partners Asset Management's OXM Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Oxford Industries (OXM) stake by 5.5% in Q4 2022, buying an estimated $249K and bringing the position to 48,180 shares worth $4.49M. The position accounts for 1.33% of the portfolio, ranked #9.

Monarch Partners Asset Management first reported a position in OXM in Q1 2014 and has held it in 11 quarters since. The position peaked at $9.01M in Q3 2021. 248 funds tracked by Wall St. Rank hold OXM as of Q4 2022.

Monarch Partners Asset Management held 48,180 shares of Oxford Industries worth $4.49M as of Q4 2022.
Monarch Partners Asset Management bought 2,492 Oxford Industries shares in Q4 2022, an estimated $249K.
Oxford Industries made up 1.33% of Monarch Partners Asset Management's portfolio in Q4 2022, its #9 holding.
Monarch Partners Asset Management first reported a position in Oxford Industries in Q1 2014 and has held it in 11 quarters since.
Monarch Partners Asset Management's Oxford Industries position peaked at $9.01M in Q3 2021.
248 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.