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Ergoteles’s Imperial Oil IMO Stock Holding History

Ergoteles’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
2023
Q1 		– Sell
-4,494
Closed -$219K – 1480
2022
Q4 		$219K Buy
+4,494
New +$232K 0.01% 1037
2022
Q3 		– Sell
-24,900
Closed -$1.17M – 1734
2022
Q2 		$1.17M Buy
+24,900
New +$1.27M 0.04% 478

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 $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ergoteles's IMO Position: Q1 2023 in Review

Ergoteles sold out of Imperial Oil (IMO) in Q1 2023, closing a stake of 4,494 shares — an estimated $219K sold.

Ergoteles first reported a position in IMO in Q2 2022 and held it in 2 quarters. The position peaked at $1.17M in Q2 2022. 263 funds tracked by Wall St. Rank hold IMO as of Q1 2023.

  • Ergoteles reported no remaining Imperial Oil position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 4,494 Imperial Oil shares in Q1 2023, an estimated $219K.
  • Ergoteles first reported a position in Imperial Oil in Q2 2022 and held it in 2 quarters.
  • Ergoteles's Imperial Oil position peaked at $1.17M in Q2 2022.
  • 263 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.