P
OXLC

&Partners’s Oxford Lane Capital OXLC Stock Holding History

&Partners’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61,061
Closed -$1.28M – 2168
2025
Q2 		$1.28M Buy
61,061
+2,952
+5% +$66.3K 0.01% 864
2025
Q1 		$1.35M Buy
58,109
+1,761
+3% +$43.8K 0.01% 705
2024
Q4 		$1.43M Buy
56,348
+934
+2% +$24.5K 0.02% 619
2024
Q3 		$1.45M Buy
55,414
+1,741
+3% +$47K 0.03% 440
2024
Q2 		$1.45M Buy
53,673
+1,011
+2% +$26.6K 0.06% 258
2024
Q1 		$1.34M Buy
52,662
+2,024
+4% +$52K 0.18% 109
2023
Q4 		$1.25M Buy
50,638
+2,000
+4% +$49.3K 0.3% 78
2023
Q3 		$1.21M Sell
48,638
-2,045
-4% -$52.7K 0.57% 36
2023
Q2 		$1.23M Buy
50,683
+267
+0.5% +$6.82K 0.55% 36
2023
Q1 		$1.32M Sell
50,416
-10,555
-17% -$294K 0.63% 32
2022
Q4 		$1.55M Sell
60,971
-319
-0.5% -$8.23K 0.77% 28
2022
Q3 		$1.58M Buy
61,290
+460
+0.8% +$13.8K 0.92% 20
2022
Q2 		$1.73M Buy
60,830
+3,102
+5% +$102K 1% 18
2022
Q1 		$2.09M Buy
57,728
+26
+0% +$1K 1.17% 14
2021
Q4 		$2.22M Buy
57,702
+1,037
+2% +$40.3K 1.34% 11
2021
Q3 		$2.04M Buy
56,665
+2,044
+4% +$74.2K 1.3% 12
2021
Q2 		$2.02M Buy
54,621
+1,641
+3% +$57.4K 1.31% 13
2021
Q1 		$1.67M Buy
52,980
+2,677
+5% +$84.7K 1.21% 16
2020
Q4 		$1.35M Buy
50,303
+2,817
+6% +$69.4K 1.13% 22
2020
Q3 		$1.04M Buy
47,486
+592
+1% +$12.7K 1.06% 24
2020
Q2 		$964K Buy
46,894
+1,108
+2% +$22.4K 1.16% 19
2020
Q1 		$955K Buy
45,786
+21,959
+92% +$845K 1.49% 15
2019
Q4 		$972K Buy
23,827
+2,689
+13% +$119K 1.16% 20
2019
Q3 		$983K Buy
21,138
+785
+4% +$39.7K 1.27% 15
2019
Q2 		$1.03M Buy
20,353
+14,745
+263% +$765K 1.42% 12
2019
Q1 		$276K Sell
5,608
-35,408
-86% -$1.78M 0.4% 91
2018
Q4 		$1.93M Buy
+41,016
New +$2.08M 3.24% 3

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

&Partners's OXLC Position: Q3 2025 in Review

&Partners sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 61,061 shares — an estimated $1.28M sold.

&Partners first reported a position in OXLC in Q4 2018 and held it in 27 quarters. The position peaked at $2.22M in Q4 2021. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • &Partners reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • &Partners sold 61,061 Oxford Lane Capital shares in Q3 2025, an estimated $1.28M.
  • &Partners first reported a position in Oxford Lane Capital in Q4 2018 and held it in 27 quarters.
  • &Partners's Oxford Lane Capital position peaked at $2.22M in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.