Zweig-DiMenna Associates’s ExxonMobil XOM Stock Holding History

Zweig-DiMenna Associates’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 Q2	–	Sell	-330,000	Closed	-$28.1M	–	323
2015 Q1	$28.1M	Buy	+330,000	New	+$29.3M	1.17%	26

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Zweig-DiMenna Associates's XOM Position: Q4 2023 in Review

Zweig-DiMenna Associates sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 30,200 shares — an estimated $3.55M sold.

Zweig-DiMenna Associates first reported a position in XOM in Q1 2015 and held it in 20 quarters. The position peaked at $28.7M in Q2 2020. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Zweig-DiMenna Associates reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Zweig-DiMenna Associates sold 30,200 ExxonMobil shares in Q4 2023, an estimated $3.55M.
Zweig-DiMenna Associates first reported a position in ExxonMobil in Q1 2015 and held it in 20 quarters.
Zweig-DiMenna Associates's ExxonMobil position peaked at $28.7M in Q2 2020.
3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2023, filed 25 Jan 2024.