Greenleaf Trust’s Imperial Oil IMO Stock Holding History

Greenleaf Trust’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	–	Sell	-3,463	Closed	-$299K	–	831
2025 Q4	$299K	Hold	3,463	–	–	﹤0.01%	657
2025 Q3	$314K	Hold	3,463	–	–	﹤0.01%	624
2025 Q2	$275K	Buy	3,463 +16	+0.5%	+$1.14K	﹤0.01%	660
2025 Q1	$249K	Sell	3,447 -4	-0.1%	-$275	﹤0.01%	703
2024 Q4	$213K	Sell	3,451 -1,599	-32%	-$116K	﹤0.01%	763
2024 Q3	$356K	Buy	5,050 +1,599	+46%	+$113K	﹤0.01%	607
2024 Q2	$236K	Hold	3,451	–	–	﹤0.01%	702
2024 Q1	$239K	Buy	+3,451	New	+$211K	﹤0.01%	687
2023 Q4	–	Sell	-3,432	Closed	-$211K	–	775
2023 Q3	$211K	Buy	+3,432	New	+$188K	﹤0.01%	695

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