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Leuthold Group’s Imperial Oil IMO Stock Holding History

Leuthold Group’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
Q2 		– Sell
-79,884
Closed -$4.06M – 218
2023
Q1 		$4.06M Sell
79,884
-1,639
-2% -$81.8K 0.54% 76
2022
Q4 		$3.97M Sell
81,523
-1,910
-2% -$98.4K 0.54% 74
2022
Q3 		$3.61M Sell
83,433
-1,668
-2% -$76.1K 0.54% 78
2022
Q2 		$4.01M Sell
85,101
-2,314
-3% -$118K 0.57% 66
2022
Q1 		$4.22M Sell
87,415
-285
-0.3% -$12.2K 0.54% 71
2021
Q4 		$3.17M Buy
+87,700
New +$3.02M 0.37% 97
2014
Q4 		– Sell
-43,836
Closed -$2.07M – 216
2014
Q3 		$2.07M Buy
+43,836
New +$2.25M 0.19% 149

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Leuthold Group's IMO Position: Q2 2023 in Review

Leuthold Group sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 79,884 shares — an estimated $4.06M sold.

Leuthold Group first reported a position in IMO in Q3 2014 and held it in 7 quarters. The position peaked at $4.22M in Q1 2022. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

  • Leuthold Group reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
  • Leuthold Group sold 79,884 Imperial Oil shares in Q2 2023, an estimated $4.06M.
  • Leuthold Group first reported a position in Imperial Oil in Q3 2014 and held it in 7 quarters.
  • Leuthold Group's Imperial Oil position peaked at $4.22M in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on Leuthold Group's 13F filing for Q2 2023, filed 8 Aug 2023.