Industrial Alliance Investment Management’s ExxonMobil XOM Stock Holding History

Industrial Alliance 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
2023 Q3	–	Sell	-1,254	Closed	-$134K	–	168
2023 Q2	$134K	Sell	1,254 -224,455	-99%	-$24.5M	0.07%	99
2023 Q1	$24.8M	Buy	225,709 +128,824	+133%	+$14.2M	0.69%	28
2022 Q4	$10.7M	Buy	96,885 +5,690	+6%	+$610K	0.3%	84
2022 Q3	$7.96M	Sell	91,195 -16,477	-15%	-$1.5M	0.23%	101
2022 Q2	$9.22M	Buy	107,672 +5,443	+5%	+$491K	0.26%	96
2022 Q1	$8.44M	Buy	102,229 +24,967	+32%	+$1.94M	0.2%	113
2021 Q4	$4.73M	Buy	+77,262	New	+$4.83M	0.11%	168

Other funds holding XOM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Industrial Alliance Investment Management's XOM Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 1,254 shares — an estimated $134K sold.

Industrial Alliance Investment Management first reported a position in XOM in Q4 2021 and held it in 7 quarters. The position peaked at $24.8M in Q1 2023. 3,577 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Industrial Alliance Investment Management reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,254 ExxonMobil shares in Q3 2023, an estimated $134K.
Industrial Alliance Investment Management first reported a position in ExxonMobil in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's ExxonMobil position peaked at $24.8M in Q1 2023.
3,577 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.