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Moran Wealth Management’s Oxford Industries OXM Stock Holding History

Moran Wealth 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
-21,071
Closed -$1.83M – 447
2024
Q3 		$1.83M Sell
21,071
-2,519
-11% -$232K 0.06% 262
2024
Q2 		$2.36M Buy
23,590
+316
+1% +$33.3K 0.08% 241
2024
Q1 		$2.62M Buy
23,274
+321
+1% +$32.3K 0.08% 240
2023
Q4 		$2.3M Sell
22,953
-17,854
-44% -$1.66M 0.08% 241
2023
Q3 		$3.92M Buy
40,807
+1,347
+3% +$137K 0.15% 177
2023
Q2 		$3.88M Sell
39,460
-2,500
-6% -$256K 0.15% 178
2023
Q1 		$4.43M Buy
41,960
+15,081
+56% +$1.69M 0.17% 165
2022
Q4 		$2.5M Buy
+26,879
New +$2.69M 0.1% 198

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

Moran Wealth Management's OXM Position: Q4 2024 in Review

Moran Wealth Management sold out of Oxford Industries (OXM) in Q4 2024, closing a stake of 21,071 shares — an estimated $1.83M sold.

Moran Wealth Management first reported a position in OXM in Q4 2022 and held it in 8 quarters. The position peaked at $4.43M in Q1 2023. 221 funds tracked by Wall St. Rank hold OXM as of Q4 2024.

  • Moran Wealth Management reported no remaining Oxford Industries position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 21,071 Oxford Industries shares in Q4 2024, an estimated $1.83M.
  • Moran Wealth Management first reported a position in Oxford Industries in Q4 2022 and held it in 8 quarters.
  • Moran Wealth Management's Oxford Industries position peaked at $4.43M in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.