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Summit Global Investments’s Oxford Industries OXM Stock Holding History

Summit Global Investments’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
-11,793
Closed -$1.33M – 555
2024
Q1 		$1.33M Sell
11,793
-2,554
-18% -$257K 0.1% 164
2023
Q4 		$1.44M Buy
+14,347
New +$1.33M 0.09% 171
2022
Q2 		– Sell
-9,700
Closed -$878K – 510
2022
Q1 		$878K Buy
+9,700
New +$857K 0.06% 256
2019
Q1 		– Sell
-8,400
Closed -$597K – 302
2018
Q4 		$597K Buy
8,400
+400
+5% +$32.4K 0.09% 218
2018
Q3 		$722K Buy
8,000
+300
+4% +$27.3K 0.1% 192
2018
Q2 		$639K Buy
+7,700
New +$621K 0.1% 217

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

Summit Global Investments's OXM Position: Q2 2024 in Review

Summit Global Investments sold out of Oxford Industries (OXM) in Q2 2024, closing a stake of 11,793 shares — an estimated $1.33M sold.

Summit Global Investments first reported a position in OXM in Q2 2018 and held it in 6 quarters. The position peaked at $1.44M in Q4 2023. 241 funds tracked by Wall St. Rank hold OXM as of Q2 2024.

  • Summit Global Investments reported no remaining Oxford Industries position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 11,793 Oxford Industries shares in Q2 2024, an estimated $1.33M.
  • Summit Global Investments first reported a position in Oxford Industries in Q2 2018 and held it in 6 quarters.
  • Summit Global Investments's Oxford Industries position peaked at $1.44M in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.