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Stoneridge Investment Partners’s Oxford Industries OXM Stock Holding History

Stoneridge Investment Partners’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
2017
Q3 		– Sell
-3,591
Closed -$224K – 279
2017
Q2 		$224K Sell
3,591
-15,420
-81% -$890K 0.03% 219
2017
Q1 		$1.09M Sell
19,011
-313
-2% -$17.3K 0.15% 166
2016
Q4 		$1.16M Buy
+19,324
New +$1.27M 0.16% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stoneridge Investment Partners's OXM Position: Q3 2017 in Review

Stoneridge Investment Partners sold out of Oxford Industries (OXM) in Q3 2017, closing a stake of 3,591 shares — an estimated $224K sold.

Stoneridge Investment Partners first reported a position in OXM in Q4 2016 and held it in 3 quarters. The position peaked at $1.16M in Q4 2016. 167 funds tracked by Wall St. Rank hold OXM as of Q3 2017.

  • Stoneridge Investment Partners reported no remaining Oxford Industries position as of Q3 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 3,591 Oxford Industries shares in Q3 2017, an estimated $224K.
  • Stoneridge Investment Partners first reported a position in Oxford Industries in Q4 2016 and held it in 3 quarters.
  • Stoneridge Investment Partners's Oxford Industries position peaked at $1.16M in Q4 2016.
  • 167 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2017.

Based on Stoneridge Investment Partners's 13F filing for Q3 2017, filed 2 Nov 2017.