Oxford Financial Group’s Celanese CE Stock Holding History

Oxford Financial Group’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,666	Closed	-$362K	–	302
2024 Q3	$362K	Sell	2,666 -550	-17%	-$72.3K	0.02%	181
2024 Q2	$434K	Buy	3,216 +341	+12%	+$52.1K	0.03%	168
2024 Q1	$494K	Hold	2,875	–	–	0.03%	139
2023 Q4	$447K	Hold	2,875	–	–	0.03%	151
2023 Q3	$361K	Hold	2,875	–	–	0.03%	155
2023 Q2	$333K	Sell	2,875 -94	-3%	-$10.2K	0.03%	169
2023 Q1	$323K	Hold	2,969	–	–	0.04%	141
2022 Q4	$304K	Buy	2,969 +56	+2%	+$5.55K	0.04%	153
2022 Q3	$263K	Sell	2,913 -33	-1%	-$3.63K	0.04%	147
2022 Q2	$346K	Buy	2,946 +33	+1%	+$4.74K	0.05%	136
2022 Q1	$416K	Hold	2,913	–	–	0.05%	129
2021 Q4	$490K	Hold	2,913	–	–	0.06%	126
2021 Q3	$439K	Hold	2,913	–	–	0.06%	123
2021 Q2	$442K	Buy	2,913 +38	+1%	+$6.04K	0.06%	119
2021 Q1	$431K	Hold	2,875	–	–	0.06%	118
2020 Q4	$374K	Hold	2,875	–	–	0.05%	129
2020 Q3	$309K	Hold	2,875	–	–	0.05%	129
2020 Q2	$248K	Hold	2,875	–	–	0.04%	142
2020 Q1	$211K	Buy	+2,875	New	+$284K	0.04%	146

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oxford Financial Group's CE Position: Q4 2024 in Review

Oxford Financial Group sold out of Celanese (CE) in Q4 2024, closing a stake of 2,666 shares — an estimated $362K sold.

Oxford Financial Group first reported a position in CE in Q1 2020 and held it in 19 quarters. The position peaked at $494K in Q1 2024. 569 funds tracked by Wall St. Rank hold CE as of Q4 2024.

Oxford Financial Group reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
Oxford Financial Group sold 2,666 Celanese shares in Q4 2024, an estimated $362K.
Oxford Financial Group first reported a position in Celanese in Q1 2020 and held it in 19 quarters.
Oxford Financial Group's Celanese position peaked at $494K in Q1 2024.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.