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Graham & Dodd Fund’s ExxonMobil XOM Stock Holding History

Graham & Dodd Fund’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
2013
Q4 		$813K Buy
8,036
+1,987
+33% +$184K 2.47% 17
2013
Q3 		$520K Sell
6,049
-2,549
-30% -$230K 1% 46
2013
Q2 		$777K Buy
+8,598
New +$774K 1.55% 34

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Graham & Dodd Fund's XOM Position: Q4 2013 in Review

Graham & Dodd Fund increased its ExxonMobil (XOM) stake by 33% in Q4 2013, buying an estimated $184K and bringing the position to 8,036 shares worth $813K. The position accounts for 2.47% of the portfolio, ranked #17.

Graham & Dodd Fund first reported a position in XOM in Q2 2013 and has held it in 3 quarters since. 1,910 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

  • Graham & Dodd Fund held 8,036 shares of ExxonMobil worth $813K as of Q4 2013.
  • Graham & Dodd Fund bought 1,987 ExxonMobil shares in Q4 2013, an estimated $184K.
  • ExxonMobil made up 2.47% of Graham & Dodd Fund's portfolio in Q4 2013, its #17 holding.
  • Graham & Dodd Fund first reported a position in ExxonMobil in Q2 2013 and has held it in 3 quarters since.
  • 1,910 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on Graham & Dodd Fund's 13F filing for Q4 2013, filed 11 Feb 2014.