Blue Trust Inc’s Imperial Oil IMO Stock Holding History

Blue Trust Inc’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Sell	12,627 -573	-4%	-$64.3K	0.02%	215
2025 Q4	$1.14M	Sell	13,200 -1,731	-12%	-$158K	0.01%	259
2025 Q3	$1.35M	Buy	14,931 +1,309	+10%	+$113K	0.02%	232
2025 Q2	$1.08M	Buy	13,622 +1,327	+11%	+$94.8K	0.01%	256
2025 Q1	$889K	Buy	12,295 +1,827	+17%	+$125K	0.01%	263
2024 Q4	$645K	Buy	10,468 +712	+7%	+$51.6K	0.01%	316
2024 Q3	$666K	Buy	9,756 +856	+10%	+$60.6K	0.01%	364
2024 Q2	$615K	Buy	8,900 +1,485	+20%	+$102K	0.01%	313
2024 Q1	$513K	Buy	7,415 +491	+7%	+$30K	0.01%	271
2023 Q4	$426K	Buy	6,924 +683	+11%	+$39.2K	0.01%	272
2023 Q3	$319K	Buy	6,241 +4,698	+304%	+$257K	﹤0.01%	329
2023 Q2	$78K	Sell	1,543 -10,591	-87%	-$526K	﹤0.01%	560
2023 Q1	$591K	Buy	12,134 +4,364	+56%	+$218K	0.01%	261
2022 Q4	$337K	Buy	7,770 +4,243	+120%	+$219K	0.01%	331
2022 Q3	$166K	Buy	+3,527	New	+$161K	﹤0.01%	373

Other funds holding IMO

Fidelity Investments

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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