EWM
MRO

Evercore Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Evercore Wealth Management’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,352
Closed -$204K – 425
2019
Q2 		$204K Sell
14,352
-523
-4% -$8.09K 0.01% 401
2019
Q1 		$248K Buy
14,875
+763
+5% +$12.5K 0.01% 358
2018
Q4 		$202K Buy
14,112
+4,000
+40% +$71.4K 0.01% 361
2018
Q3 		$235K Hold
10,112
– – 0.01% 375
2018
Q2 		$211K Sell
10,112
-1,500
-13% -$29.6K 0.01% 386
2018
Q1 		$188K Hold
11,612
– – 0.01% 341
2017
Q4 		$197K Sell
11,612
-1,579
-12% -$23.4K 0.01% 364
2017
Q3 		$179K Hold
13,191
– – 0.01% 380
2017
Q2 		$156K Hold
13,191
– – 0.01% 401
2017
Q1 		$209K Sell
13,191
-150
-1% -$2.46K 0.01% 357
2016
Q4 		$231K Buy
13,341
+6,000
+82% +$96.4K 0.01% 340
2016
Q3 		$116K Hold
7,341
– – ﹤0.01% 459
2016
Q2 		$110K Sell
7,341
-2,696
-27% -$35.6K ﹤0.01% 446
2016
Q1 		$112K Sell
10,037
-63,897
-86% -$597K ﹤0.01% 439
2015
Q4 		$930K Buy
73,934
+20,547
+38% +$346K 0.04% 190
2015
Q3 		$823K Sell
53,387
-201,590
-79% -$3.83M 0.04% 197
2015
Q2 		$6.78M Buy
254,977
+14,555
+6% +$411K 0.31% 73
2015
Q1 		$6.26M Sell
240,422
-814
-0.3% -$22.1K 0.29% 81
2014
Q4 		$6.82M Sell
241,236
-206,039
-46% -$6.55M 0.34% 71
2014
Q3 		$16.8M Buy
447,275
+25,309
+6% +$1M 0.84% 44
2014
Q2 		$16.9M Buy
421,966
+23,954
+6% +$884K 0.87% 42
2014
Q1 		$14.1M Sell
398,012
-20,010
-5% -$674K 0.79% 46
2013
Q4 		$14.8M Sell
418,022
-22,022
-5% -$786K 0.81% 44
2013
Q3 		$15.3M Sell
440,044
-80,413
-15% -$2.86M 0.88% 35
2013
Q2 		$18M Buy
+520,457
New +$17.6M 1.02% 25

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's MRO Position: Q3 2019 in Review

Evercore Wealth Management sold out of Marathon Oil Corporation (MRO) in Q3 2019, closing a stake of 14,352 shares — an estimated $204K sold.

Evercore Wealth Management first reported a position in MRO in Q2 2013 and held it in 25 quarters. The position peaked at $18M in Q2 2013. 607 funds tracked by Wall St. Rank hold MRO as of Q3 2019.

  • Evercore Wealth Management reported no remaining Marathon Oil Corporation position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 14,352 Marathon Oil Corporation shares in Q3 2019, an estimated $204K.
  • Evercore Wealth Management first reported a position in Marathon Oil Corporation in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's Marathon Oil Corporation position peaked at $18M in Q2 2013.
  • 607 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.