Oxford Financial Group’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,040	Closed	-$344K	–	208
2020 Q1	$344K	Buy	+7,040	New	+$376K	0.07%	107

Other funds holding STX

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Financial Group's STX Position: Q2 2020 in Review

Oxford Financial Group sold out of Seagate (STX) in Q2 2020, closing a stake of 7,040 shares — an estimated $344K sold.

Oxford Financial Group first reported a position in STX in Q1 2020 and held it in 1 quarter. The position peaked at $344K in Q1 2020. 613 funds tracked by Wall St. Rank hold STX as of Q2 2020.

Oxford Financial Group reported no remaining Seagate position as of Q2 2020 after selling out during the quarter.
Oxford Financial Group sold 7,040 Seagate shares in Q2 2020, an estimated $344K.
Oxford Financial Group first reported a position in Seagate in Q1 2020 and held it in 1 quarter.
Oxford Financial Group's Seagate position peaked at $344K in Q1 2020.
613 funds tracked by Wall St. Rank held Seagate as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.