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Chase Investment Counsel’s Imperial Oil IMO Stock Holding History

Chase Investment Counsel’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
2024
Q1 		– Sell
-40,563
Closed -$2.32M – 136
2023
Q4 		$2.32M Sell
40,563
-59
-0.1% -$3.39K 1.02% 38
2023
Q3 		$2.5M Buy
+40,622
New +$2.23M 1.25% 31

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
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 $269B 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

Chase Investment Counsel's IMO Position: Q1 2024 in Review

Chase Investment Counsel sold out of Imperial Oil (IMO) in Q1 2024, closing a stake of 40,563 shares — an estimated $2.32M sold.

Chase Investment Counsel first reported a position in IMO in Q3 2023 and held it in 2 quarters. The position peaked at $2.5M in Q3 2023. 287 funds tracked by Wall St. Rank hold IMO as of Q1 2024.

  • Chase Investment Counsel reported no remaining Imperial Oil position as of Q1 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 40,563 Imperial Oil shares in Q1 2024, an estimated $2.32M.
  • Chase Investment Counsel first reported a position in Imperial Oil in Q3 2023 and held it in 2 quarters.
  • Chase Investment Counsel's Imperial Oil position peaked at $2.5M in Q3 2023.
  • 287 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2024.

Based on Chase Investment Counsel's 13F filing for Q1 2024, filed 2 May 2024.