SP
XOM icon

Sarasin & Partners’s ExxonMobil XOM Stock Holding History

Sarasin & 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
2014
Q1 		– Sell
-19,263
Closed -$1.95M – 139
2013
Q4 		$1.95M Hold
19,263
– – 0.03% 128
2013
Q3 		$1.66M Buy
19,263
+950
+5% +$85.6K 0.03% 124
2013
Q2 		$1.66M Buy
+18,313
New +$1.65M 0.02% 129

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

Sarasin & Partners's XOM Position: Q1 2014 in Review

Sarasin & Partners sold out of ExxonMobil (XOM) in Q1 2014, closing a stake of 19,263 shares — an estimated $1.95M sold.

Sarasin & Partners first reported a position in XOM in Q2 2013 and held it in 3 quarters. The position peaked at $1.95M in Q4 2013. 1,913 funds tracked by Wall St. Rank hold XOM as of Q1 2014.

  • Sarasin & Partners reported no remaining ExxonMobil position as of Q1 2014 after selling out during the quarter.
  • Sarasin & Partners sold 19,263 ExxonMobil shares in Q1 2014, an estimated $1.95M.
  • Sarasin & Partners first reported a position in ExxonMobil in Q2 2013 and held it in 3 quarters.
  • Sarasin & Partners's ExxonMobil position peaked at $1.95M in Q4 2013.
  • 1,913 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2014.

Based on Sarasin & Partners's 13F filing for Q1 2014, filed 9 Apr 2014.