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Foresters Investment Management’s ExxonMobil XOM Stock Holding History

Foresters Investment 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
2019
Q3 		$45.8M Buy
648,652
+7,231
+1% +$523K 0.91% 23
2019
Q2 		$49.2M Sell
641,421
-13,650
-2% -$1.06M 0.88% 22
2019
Q1 		$52.9M Buy
655,071
+83,000
+15% +$6.33M 0.93% 17
2018
Q4 		$39M Buy
572,071
+105,550
+23% +$8.28M 0.74% 31
2018
Q3 		$39.7M Hold
466,521
– – 0.63% 36
2018
Q2 		$38.6M Buy
466,521
+78,800
+20% +$6.28M 0.66% 38
2018
Q1 		$28.9M Sell
387,721
-23,700
-6% -$1.89M 0.48% 68
2017
Q4 		$34.4M Sell
411,421
-1,300
-0.3% -$108K 0.54% 59
2017
Q3 		$33.8M Buy
412,721
+350
+0.1% +$27.8K 0.55% 57
2017
Q2 		$33.3M Buy
412,371
+1,050
+0.3% +$85.9K 0.56% 56
2017
Q1 		$33.7M Sell
411,321
-1,400
-0.3% -$117K 0.59% 52
2016
Q4 		$37.4M Sell
412,721
-11,700
-3% -$1.02M 0.67% 41
2016
Q3 		$37M Buy
424,421
+100
+0% +$8.87K 0.69% 39
2016
Q2 		$39.8M Buy
424,321
+5,119
+1% +$453K 0.77% 36
2016
Q1 		$35M Buy
419,202
+10,600
+3% +$849K 0.71% 44
2015
Q4 		$31.9M Buy
408,602
+17,800
+5% +$1.42M 0.65% 53
2015
Q3 		$29.1M Buy
390,802
+3,400
+0.9% +$262K 0.62% 58
2015
Q2 		$32.2M Buy
387,402
+29,700
+8% +$2.55M 0.61% 60
2015
Q1 		$30.4M Buy
357,702
+4,302
+1% +$381K 0.59% 63
2014
Q4 		$32.7M Sell
353,400
-500
-0.1% -$46.6K 0.65% 51
2014
Q3 		$33.3M Sell
353,900
-45,900
-11% -$4.57M 0.7% 51
2014
Q2 		$40.3M Buy
399,800
+1,800
+0.5% +$182K 0.83% 25
2014
Q1 		$38.9M Sell
398,000
-25,928
-6% -$2.47M 0.84% 25
2013
Q4 		$42.9M Sell
423,928
-2,600
-0.6% -$240K 0.93% 19
2013
Q3 		$36.7M Sell
426,528
-10,000
-2% -$902K 0.89% 25
2013
Q2 		$39.4M Buy
+436,528
New +$39.3M 1.19% 14

Other funds holding XOM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foresters Investment Management's XOM Position: Q3 2019 in Review

Foresters Investment Management increased its ExxonMobil (XOM) stake by 1.1% in Q3 2019, buying an estimated $523K and bringing the position to 648,652 shares worth $45.8M. The position accounts for 0.91% of the portfolio, ranked #23.

Foresters Investment Management first reported a position in XOM in Q2 2013 and has held it in 26 quarters since. The position peaked at $52.9M in Q1 2019. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

  • Foresters Investment Management held 648,652 shares of ExxonMobil worth $45.8M as of Q3 2019.
  • Foresters Investment Management bought 7,231 ExxonMobil shares in Q3 2019, an estimated $523K.
  • ExxonMobil made up 0.91% of Foresters Investment Management's portfolio in Q3 2019, its #23 holding.
  • Foresters Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's ExxonMobil position peaked at $52.9M in Q1 2019.
  • 2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.