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Wasatch Advisors’s Occidental Petroleum OXY Stock Holding History

Wasatch Advisors’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-57,396
Closed -$4.46M – 373
2015
Q2 		$4.46M Sell
57,396
-68,506
-54% -$5.35M 0.05% 251
2015
Q1 		$9.18M Sell
125,902
-23,658
-16% -$1.83M 0.1% 187
2014
Q4 		$12M Sell
149,560
-317,327
-68% -$26.3M 0.12% 162
2014
Q3 		$43M Sell
466,887
-42,177
-8% -$4.05M 0.45% 73
2014
Q2 		$50.1M Buy
509,064
+282,402
+125% +$26.5M 0.49% 69
2014
Q1 		$20.7M Sell
226,662
-66,407
-23% -$5.93M 0.2% 143
2013
Q4 		$26.7M Sell
293,069
-25,980
-8% -$2.37M 0.26% 128
2013
Q3 		$28.6M Buy
319,049
+208,186
+188% +$17.9M 0.3% 115
2013
Q2 		$9.48M Buy
+110,863
New +$9.37M 0.1% 201

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return