Royce & Associates’s Oxford Industries OXM Stock Holding History

Royce & Associates’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
2025 Q2	–	Sell	-19,749	Closed	-$1.16M	–	827
2025 Q1	$1.16M	Sell	19,749 -9,708	-33%	-$698K	0.01%	656
2024 Q4	$2.32M	Sell	29,457 -7,673	-21%	-$602K	0.02%	608
2024 Q3	$3.22M	Buy	37,130 +7,689	+26%	+$708K	0.03%	555
2024 Q2	$2.95M	Buy	29,441 +400	+1%	+$42.2K	0.03%	569
2024 Q1	$3.26M	Buy	+29,041	New	+$2.92M	0.03%	565
2023 Q2	–	Sell	-5,271	Closed	-$557K	–	952
2023 Q1	$557K	Sell	5,271 -5,550	-51%	-$620K	0.01%	834
2022 Q4	$1.01M	Sell	10,821 -1,307	-11%	-$131K	0.01%	753
2022 Q3	$1.09M	Buy	12,128 +6,807	+128%	+$659K	0.01%	724
2022 Q2	$472K	Buy	+5,321	New	+$478K	﹤0.01%	838
2020 Q3	–	Sell	-17	Closed	-$1K	–	1122
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	1161
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	1141
2019 Q4	$1K	Buy	17 +2	+13%	+$144	﹤0.01%	1131
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	1142
2019 Q2	$1K	Buy	+15	New	+$1.15K	﹤0.01%	1147
2015 Q2	–	Sell	-1,000	Closed	-$75K	–	1235
2015 Q1	$75K	Buy	+1,000	New	+$56.3K	﹤0.01%	1174

Other funds holding OXM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return