AMI Asset Management’s ExxonMobil XOM Stock Holding History

AMI Asset Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,933	Closed	-$205K	–	89
2019 Q4	$205K	Buy	+2,933	New	+$203K	0.01%	81

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

AMI Asset Management's XOM Position: Q1 2020 in Review

AMI Asset Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 2,933 shares — an estimated $205K sold.

AMI Asset Management first reported a position in XOM in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

AMI Asset Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
AMI Asset Management sold 2,933 ExxonMobil shares in Q1 2020, an estimated $205K.
AMI Asset Management first reported a position in ExxonMobil in Q4 2019 and held it in 1 quarter.
AMI Asset Management's ExxonMobil position peaked at $205K in Q4 2019.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on AMI Asset Management's 13F filing for Q1 2020, filed 27 Apr 2020.