Independent Order of Foresters’s ExxonMobil XOM Stock Holding History

Independent Order of Foresters’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	–	Sell	-2,725	Closed	-$209K	–	24
2019 Q2	$209K	Hold	2,725	–	–	0.2%	14
2019 Q1	$220K	Sell	2,725 -540	-17%	-$41.2K	0.21%	12
2018 Q4	$223K	Sell	3,265 -20	-0.6%	-$1.57K	0.24%	14
2018 Q3	$279K	Buy	3,285 +940	+40%	+$76.9K	0.26%	12
2018 Q2	$194K	Buy	2,345 +200	+9%	+$15.9K	0.28%	16
2018 Q1	$160K	Sell	2,145 -40	-2%	-$3.2K	0.15%	85
2017 Q4	$183K	Sell	2,185 -920	-30%	-$76.1K	0.16%	81
2017 Q3	$255K	Hold	3,105	–	–	0.21%	79
2017 Q2	$251K	Sell	3,105 -570	-16%	-$46.6K	0.21%	78
2017 Q1	$301K	Hold	3,675	–	–	0.26%	74
2016 Q4	$332K	Hold	3,675	–	–	0.28%	68
2016 Q3	$321K	Hold	3,675	–	–	0.26%	69
2016 Q2	$344K	Hold	3,675	–	–	0.25%	67
2016 Q1	$307K	Hold	3,675	–	–	0.23%	72
2015 Q4	$286K	Hold	3,675	–	–	0.22%	74
2015 Q3	$273K	Buy	+3,675	New	+$283K	0.23%	77

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Order of Foresters's XOM Position: Q3 2019 in Review

Independent Order of Foresters sold out of ExxonMobil (XOM) in Q3 2019, closing a stake of 2,725 shares — an estimated $209K sold.

Independent Order of Foresters first reported a position in XOM in Q3 2015 and held it in 16 quarters. The position peaked at $344K in Q2 2016. 2,514 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Independent Order of Foresters reported no remaining ExxonMobil position as of Q3 2019 after selling out during the quarter.
Independent Order of Foresters sold 2,725 ExxonMobil shares in Q3 2019, an estimated $209K.
Independent Order of Foresters first reported a position in ExxonMobil in Q3 2015 and held it in 16 quarters.
Independent Order of Foresters's ExxonMobil position peaked at $344K in Q2 2016.
2,514 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Independent Order of Foresters's 13F filing for Q3 2019, filed 8 Nov 2019.