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Southeast Asset Advisors’s Oxford Industries OXM Stock Holding History

Southeast Asset Advisors’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
Q2 		– Sell
-5,500
Closed -$618K – 170
2024
Q1 		$618K Hold
5,500
– – 0.07% 107
2023
Q4 		$550K Hold
5,500
– – 0.07% 108
2023
Q3 		$529K Hold
5,500
– – 0.07% 100
2023
Q2 		$541K Buy
+5,500
New +$563K 0.08% 96

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Southeast Asset Advisors's OXM Position: Q2 2024 in Review

Southeast Asset Advisors sold out of Oxford Industries (OXM) in Q2 2024, closing a stake of 5,500 shares — an estimated $618K sold.

Southeast Asset Advisors first reported a position in OXM in Q2 2023 and held it in 4 quarters. The position peaked at $618K in Q1 2024. 241 funds tracked by Wall St. Rank hold OXM as of Q2 2024.

  • Southeast Asset Advisors reported no remaining Oxford Industries position as of Q2 2024 after selling out during the quarter.
  • Southeast Asset Advisors sold 5,500 Oxford Industries shares in Q2 2024, an estimated $618K.
  • Southeast Asset Advisors first reported a position in Oxford Industries in Q2 2023 and held it in 4 quarters.
  • Southeast Asset Advisors's Oxford Industries position peaked at $618K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2024.

Based on Southeast Asset Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.