Cresset Asset Management’s Imperial Oil IMO Stock Holding History

Cresset Asset Management’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	$252K	Buy	+1,920	New	+$215K	﹤0.01%	1357
2025 Q2	–	Sell	-4,262	Closed	-$310K	–	1608
2025 Q1	$310K	Buy	+4,262	New	+$293K	﹤0.01%	1297
2024 Q4	–	Sell	-8,307	Closed	-$589K	–	1976
2024 Q3	$589K	Buy	8,307 +2,500	+43%	+$177K	﹤0.01%	1428
2024 Q2	$399K	Buy	5,807 +254	+5%	+$17.5K	﹤0.01%	1561
2024 Q1	$386K	Sell	5,553 -44	-0.8%	-$2.69K	﹤0.01%	1464
2023 Q4	$322K	Sell	5,597 -34	-0.6%	-$1.95K	﹤0.01%	1452
2023 Q3	$349K	Buy	5,631 +190	+3%	+$10.4K	﹤0.01%	1372
2023 Q2	$281K	Buy	+5,441	New	+$270K	﹤0.01%	1554

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