Guggenheim Capital’s Imperial Oil IMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,900
Closed -$967K 1913
2023
Q4
$967K Buy
16,900
+12,200
+260% +$701K 0.01% 1180
2023
Q3
$214K Buy
+4,700
New +$257K ﹤0.01% 1739
2023
Q2
Sell
-17,304
Closed -$879K 1908
2023
Q1
$879K Sell
17,304
-5,270
-23% -$263K 0.01% 1246
2022
Q4
$1.1M Sell
22,574
-726
-3% -$37.4K 0.01% 1114
2022
Q3
$1.01M Buy
+23,300
New +$1.06M 0.01% 1133
2021
Q4
Sell
-36,100
Closed -$1.14M 2166
2021
Q3
$1.14M Buy
+36,100
New +$998K 0.01% 1349
2020
Q1
Sell
-13,406
Closed -$355K 1920
2019
Q4
$355K Sell
13,406
-3,383
-20% -$85.6K ﹤0.01% 1751
2019
Q3
$437K Sell
16,789
-5,030
-23% -$133K ﹤0.01% 1677
2019
Q2
$604K Sell
21,819
-1,788
-8% -$50.1K ﹤0.01% 1569
2019
Q1
$646K Sell
23,607
-10,754
-31% -$293K 0.01% 1566
2018
Q4
$870K Sell
34,361
-731
-2% -$22.2K 0.01% 1435
2018
Q3
$1.14M Sell
35,092
-6,729
-16% -$216K 0.01% 1553
2018
Q2
$1.39M Buy
41,821
+2,978
+8% +$93.1K 0.01% 1456
2018
Q1
$1.03M Sell
38,843
-2,105
-5% -$60.7K ﹤0.01% 2063
2017
Q4
$1.28M Sell
40,948
-2,769
-6% -$86.2K ﹤0.01% 1946
2017
Q3
$1.4M Sell
43,717
-4,894
-10% -$145K ﹤0.01% 1894
2017
Q2
$1.42M Buy
48,611
+2,773
+6% +$81.1K ﹤0.01% 1858
2017
Q1
$1.4M Sell
45,838
-1,157
-2% -$37.4K ﹤0.01% 1902
2016
Q4
$1.63M Buy
46,995
+3,733
+9% +$125K ﹤0.01% 1829
2016
Q3
$1.35M Sell
43,262
-4,320
-9% -$134K ﹤0.01% 1887
2016
Q2
$1.5M Buy
47,582
+778
+2% +$24.6K ﹤0.01% 1760
2016
Q1
$1.56M Buy
46,804
+2,148
+5% +$67.1K ﹤0.01% 1744
2015
Q4
$1.45M Buy
44,656
+2,226
+5% +$72.1K ﹤0.01% 1852
2015
Q3
$1.34M Sell
42,430
-951
-2% -$33K ﹤0.01% 1914
2015
Q2
$1.68M Buy
43,381
+3,857
+10% +$159K ﹤0.01% 1905
2015
Q1
$1.58M Buy
39,524
+11,142
+39% +$434K ﹤0.01% 1967
2014
Q4
$1.22M Buy
28,382
+17,993
+173% +$819K ﹤0.01% 2089
2014
Q3
$490K Buy
10,389
+1,919
+23% +$98.6K ﹤0.01% 2565
2014
Q2
$446K Sell
8,470
-93
-1% -$4.58K ﹤0.01% 2634
2014
Q1
$398K Buy
8,563
+438
+5% +$19.1K ﹤0.01% 2658
2013
Q4
$360K Buy
8,125
+924
+13% +$40.2K ﹤0.01% 2655
2013
Q3
$316K Sell
7,201
-2,057
-22% -$86.3K ﹤0.01% 2587
2013
Q2
$354K Buy
+9,258
New +$362K ﹤0.01% 2555

Other funds holding IMO

Guggenheim Capital's IMO Position: Q1 2024 in Review

Guggenheim Capital sold out of Imperial Oil (IMO) in Q1 2024, closing a stake of 16,900 shares — an estimated $967K sold.

Guggenheim Capital first reported a position in IMO in Q2 2013 and held it in 33 quarters. The position peaked at $1.68M in Q2 2015. 287 funds tracked by Wall St. Rank hold IMO as of Q1 2024.

  • Guggenheim Capital reported no remaining Imperial Oil position as of Q1 2024 after selling out during the quarter.
  • Guggenheim Capital sold 16,900 Imperial Oil shares in Q1 2024, an estimated $967K.
  • Guggenheim Capital first reported a position in Imperial Oil in Q2 2013 and held it in 33 quarters.
  • Guggenheim Capital's Imperial Oil position peaked at $1.68M in Q2 2015.
  • 287 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2024.

Based on Guggenheim Capital's 13F filing for Q1 2024, filed 14 May 2024.