Kiwi Wealth Investments Limited Partnership’s ExxonMobil XOM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021 Q4	–	Sell	-28,823	Closed	-$1.7M	–	291
2021 Q3	$1.7M	Buy	+28,823	New	+$1.64M	0.09%	183
2020 Q1	–	Sell	-4,962	Closed	-$346K	–	219
2019 Q4	$346K	Sell	4,962 -19	-0.4%	-$1.31K	0.03%	177
2019 Q3	$352K	Sell	4,981 -3,343	-40%	-$242K	0.03%	181
2019 Q2	$638K	Sell	8,324 -4,118	-33%	-$319K	0.06%	169
2019 Q1	$1M	Buy	12,442 +2,705	+28%	+$206K	0.09%	155
2018 Q4	$664K	Buy	9,737 +146	+2%	+$11.5K	0.07%	165
2018 Q3	$815K	Sell	9,591 -362	-4%	-$29.6K	0.08%	167
2018 Q2	$823K	Buy	9,953 +4,123	+71%	+$328K	0.08%	160
2018 Q1	$435K	Sell	5,830 -6,518	-53%	-$521K	0.04%	165
2017 Q4	$1.03M	Buy	12,348 +2,809	+29%	+$232K	0.11%	142
2017 Q3	$782K	Sell	9,539 -1,734	-15%	-$138K	0.09%	123
2017 Q2	$910K	Sell	11,273 -12,674	-53%	-$1.04M	0.08%	140
2017 Q1	$1.96M	Buy	+23,947	New	+$2M	0.16%	113
2015 Q3	–	Sell	-48,622	Closed	-$4.04M	–	118
2015 Q2	$4.04M	Buy	48,622 +1,910	+4%	+$164K	0.43%	67
2015 Q1	$3.97M	Buy	+46,712	New	+$4.14M	0.4%	62

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's XOM Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of ExxonMobil (XOM) in Q4 2021, closing a stake of 28,823 shares — an estimated $1.7M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XOM in Q1 2015 and held it in 15 quarters. The position peaked at $4.04M in Q2 2015. 3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining ExxonMobil position as of Q4 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 28,823 ExxonMobil shares in Q4 2021, an estimated $1.7M.
Kiwi Wealth Investments Limited Partnership first reported a position in ExxonMobil in Q1 2015 and held it in 15 quarters.
Kiwi Wealth Investments Limited Partnership's ExxonMobil position peaked at $4.04M in Q2 2015.
3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.