Number of Shares
1.98 Mil
Current Holdings Value*
$218.81 Mil
% of Portfolio
3.33%
Total Estimate Gain
$33.90 Mil
% of Total Estimate Gain
11.75%

ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s Exxon Mobil Corp Holding Summary

As of 2022-12-31, ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 1.98 Mil shares of Exxon Mobil Corp(XOM), totaling $218.81 Mil. This investment constitutes 3.33% of their stock portfolio, and ROTHSCHILD & CO ASSET MANAGEMENT US INC. now holds 0.05% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2014Q1. And since then ROTHSCHILD & CO ASSET MANAGEMENT US INC. has made 9 purchases of XOM, at an average price of $90.71, for a total of 3.18 Mil shares. In addition, there have been 7 sales at an average price of $79.39 for 1.20 Mil shares. Based on historical transaction data and XOM's current price of $114.63, ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s estimated gain on his XOM holdings is $33.90 Mil, reflecting a 11.75% gain to date.

ROTHSCHILD & CO ASSET MANAGEMENT US INC. XOM ($114.63) Holding Chart

ROTHSCHILD & CO ASSET MANAGEMENT US INC. XOM ($114.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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