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Winton Capital Management’s ExxonMobil XOM Stock Holding History

Winton Capital Management’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 		$5.96M Sell
61,046
-124,494
-67% -$11.9M 0.04% 370
2013
Q4 		$18.8M Sell
185,540
-223,548
-55% -$20.7M 0.17% 237
2013
Q3 		$35.2M Sell
409,088
-356,498
-47% -$32.1M 0.42% 67
2013
Q2 		$69.2M Buy
+765,586
New +$68.9M 0.84% 3

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

Winton Capital Management's XOM Position: Q1 2014 in Review

Winton Capital Management reduced its ExxonMobil (XOM) stake by 67% in Q1 2014, selling an estimated $11.9M and leaving 61,046 shares worth $5.96M. The position accounts for 0.04% of the portfolio, ranked #370.

Winton Capital Management first reported a position in XOM in Q2 2013 and has held it in 4 quarters since. The position peaked at $69.2M in Q2 2013. 1,913 funds tracked by Wall St. Rank hold XOM as of Q1 2014.

  • Winton Capital Management held 61,046 shares of ExxonMobil worth $5.96M as of Q1 2014.
  • Winton Capital Management sold 124,494 ExxonMobil shares in Q1 2014, an estimated $11.9M.
  • ExxonMobil made up 0.04% of Winton Capital Management's portfolio in Q1 2014, its #370 holding.
  • Winton Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's ExxonMobil position peaked at $69.2M in Q2 2013.
  • 1,913 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.