K.J. Harrison & Partners’s ExxonMobil XOM Stock Holding History

K.J. Harrison & 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 Q1	–	Sell	-3,100	Closed	-$216K	–	207
2019 Q4	$216K	Buy	+3,100	New	+$214K	0.05%	178
2016 Q1	–	Sell	-13,950	Closed	-$1.09M	–	183
2015 Q4	$1.09M	Buy	13,950 +7,000	+101%	+$560K	0.48%	73
2015 Q3	$517K	Buy	6,950 +3,000	+76%	+$231K	0.25%	91
2015 Q2	$329K	Hold	3,950	–	–	0.1%	151
2015 Q1	$336K	Hold	3,950	–	–	0.1%	147
2014 Q4	$365K	Hold	3,950	–	–	0.11%	134
2014 Q3	$371K	Hold	3,950	–	–	0.1%	121
2014 Q2	$398K	Sell	3,950 -200	-5%	-$20.2K	0.11%	126
2014 Q1	$404K	Buy	4,150 +400	+11%	+$38.1K	0.12%	125
2013 Q4	$404K	Hold	3,750	–	–	0.12%	114
2013 Q3	$323K	Hold	3,750	–	–	0.12%	108
2013 Q2	$339K	Buy	+3,750	New	+$337K	0.14%	95

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

K.J. Harrison & Partners's XOM Position: Q1 2020 in Review

K.J. Harrison & Partners sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,100 shares — an estimated $216K sold.

K.J. Harrison & Partners first reported a position in XOM in Q2 2013 and held it in 12 quarters. The position peaked at $1.09M in Q4 2015. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

K.J. Harrison & Partners reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
K.J. Harrison & Partners sold 3,100 ExxonMobil shares in Q1 2020, an estimated $216K.
K.J. Harrison & Partners first reported a position in ExxonMobil in Q2 2013 and held it in 12 quarters.
K.J. Harrison & Partners's ExxonMobil position peaked at $1.09M in Q4 2015.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on K.J. Harrison & Partners's 13F filing for Q1 2020, filed 5 May 2020.