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Foundry Partners’s ExxonMobil XOM Stock Holding History

Foundry Partners’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
Q4 		– Sell
-274,583
Closed -$9.43M – 445
2020
Q3 		$9.43M Buy
+274,583
New +$11.2M 0.46% 75
2017
Q3 		– Sell
-191,510
Closed -$15.5M – 406
2017
Q2 		$15.5M Buy
191,510
+6,175
+3% +$505K 0.63% 30
2017
Q1 		$15.2M Sell
185,335
-5,575
-3% -$466K 0.63% 29
2016
Q4 		$17.2M Sell
190,910
-10,000
-5% -$874K 0.74% 17
2016
Q3 		$17.5M Buy
200,910
+46,030
+30% +$4.08M 0.92% 10
2016
Q2 		$14.5M Buy
+154,880
New +$13.7M 0.82% 10
2014
Q3 		– Sell
-6,380
Closed -$642K – 275
2014
Q2 		$642K Buy
+6,380
New +$644K 0.06% 205

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foundry Partners's XOM Position: Q4 2020 in Review

Foundry Partners sold out of ExxonMobil (XOM) in Q4 2020, closing a stake of 274,583 shares — an estimated $9.43M sold.

Foundry Partners first reported a position in XOM in Q2 2014 and held it in 7 quarters. The position peaked at $17.5M in Q3 2016. 2,552 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • Foundry Partners reported no remaining ExxonMobil position as of Q4 2020 after selling out during the quarter.
  • Foundry Partners sold 274,583 ExxonMobil shares in Q4 2020, an estimated $9.43M.
  • Foundry Partners first reported a position in ExxonMobil in Q2 2014 and held it in 7 quarters.
  • Foundry Partners's ExxonMobil position peaked at $17.5M in Q3 2016.
  • 2,552 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Foundry Partners's 13F filing for Q4 2020, filed 4 Feb 2021.