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Waddell & Reed Financial’s ExxonMobil XOM Stock Holding History

Waddell & Reed Financial’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
2015
Q3 		– Sell
-6,300
Closed -$524K – 658
2015
Q2 		$524K Buy
+6,300
New +$542K ﹤0.01% 585

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Reed Financial's XOM Position: Q1 2021 in Review

Waddell & Reed Financial increased its ExxonMobil (XOM) stake by 34% in Q1 2021, buying an estimated $3.19M and bringing the position to 240,859 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #387.

Waddell & Reed Financial first reported a position in XOM in Q2 2013 and has held it in 20 quarters since. The position peaked at $343M in Q3 2014. 2,699 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

  • Waddell & Reed Financial held 240,859 shares of ExxonMobil worth $13.4M as of Q1 2021.
  • Waddell & Reed Financial bought 60,923 ExxonMobil shares in Q1 2021, an estimated $3.19M.
  • ExxonMobil made up 0.03% of Waddell & Reed Financial's portfolio in Q1 2021, its #387 holding.
  • Waddell & Reed Financial first reported a position in ExxonMobil in Q2 2013 and has held it in 20 quarters since.
  • Waddell & Reed Financial's ExxonMobil position peaked at $343M in Q3 2014.
  • 2,699 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.