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Foresters Investment Management’s Occidental Petroleum OXY Stock Holding History

Foresters Investment Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-64,650
Closed -$3.97M – 337
2018
Q4 		$3.97M Sell
64,650
-83,220
-56% -$5.85M 0.07% 290
2018
Q3 		$12.2M Buy
147,870
+1,420
+1% +$115K 0.19% 166
2018
Q2 		$12.3M Sell
146,450
-152,075
-51% -$12.1M 0.21% 162
2018
Q1 		$19.4M Hold
298,525
– – 0.32% 116
2017
Q4 		$22M Buy
298,525
+32,850
+12% +$2.23M 0.34% 107
2017
Q3 		$17.1M Hold
265,675
– – 0.28% 138
2017
Q2 		$15.9M Buy
265,675
+12,400
+5% +$759K 0.27% 137
2017
Q1 		$16M Buy
253,275
+5,900
+2% +$393K 0.28% 134
2016
Q4 		$17.8M Buy
247,375
+200
+0.1% +$14.2K 0.32% 119
2016
Q3 		$18M Buy
247,175
+100
+0% +$7.49K 0.33% 112
2016
Q2 		$18.7M Buy
247,075
+2,125
+0.9% +$159K 0.36% 105
2016
Q1 		$16.8M Sell
244,950
-417
-0.2% -$28K 0.34% 109
2015
Q4 		$16.6M Buy
245,367
+3,506
+1% +$252K 0.34% 112
2015
Q3 		$16M Hold
241,861
– – 0.34% 111
2015
Q2 		$18.8M Buy
241,861
+24,141
+11% +$1.89M 0.35% 112
2015
Q1 		$15.9M Buy
217,720
+350
+0.2% +$27.1K 0.31% 120
2014
Q4 		$17.5M Sell
217,370
-9,651
-4% -$801K 0.35% 111
2014
Q3 		$20.9M Sell
227,021
-5,219
-2% -$501K 0.44% 94
2014
Q2 		$22.8M Hold
232,240
– – 0.47% 84
2014
Q1 		$21.2M Buy
232,240
+5,219
+2% +$466K 0.46% 90
2013
Q4 		$20.7M Buy
227,021
+159,698
+237% +$14.6M 0.45% 97
2013
Q3 		$6.03M Hold
67,323
– – 0.15% 178
2013
Q2 		$5.75M Buy
+67,323
New +$5.69M 0.17% 143

Other funds holding OXY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Foresters Investment Management's OXY Position: Q1 2019 in Review

Foresters Investment Management sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 64,650 shares — an estimated $3.97M sold.

Foresters Investment Management first reported a position in OXY in Q2 2013 and held it in 23 quarters. The position peaked at $22.8M in Q2 2014. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Foresters Investment Management reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Foresters Investment Management sold 64,650 Occidental Petroleum shares in Q1 2019, an estimated $3.97M.
  • Foresters Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 23 quarters.
  • Foresters Investment Management's Occidental Petroleum position peaked at $22.8M in Q2 2014.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Foresters Investment Management's 13F filing for Q1 2019, filed 15 May 2019.