Marshall Wace’s Imperial Oil IMO Stock Holding History

Marshall Wace’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
2025 Q1	–	Sell	-10,203	Closed	-$629K	–	2841
2024 Q4	$629K	Buy	+10,203	New	+$740K	﹤0.01%	1947
2023 Q1	–	Sell	-48,257	Closed	-$2.35M	–	2868
2022 Q4	$2.35M	Buy	+48,257	New	+$2.49M	0.01%	1637
2022 Q2	–	Sell	-20,700	Closed	-$1M	–	3631
2022 Q1	$1M	Buy	+20,700	New	+$888K	﹤0.01%	2453
2021 Q3	–	Sell	-121,918	Closed	-$3.72M	–	3209
2021 Q2	$3.72M	Sell	121,918 -51,152	-30%	-$1.54M	0.02%	1014
2021 Q1	$4.19M	Buy	+173,070	New	+$3.82M	0.02%	936
2019 Q4	–	Sell	-80,000	Closed	-$2.08M	–	1881
2019 Q3	$2.08M	Buy	+80,000	New	+$2.11M	0.02%	753
2017 Q1	–	Sell	-34,288	Closed	-$1.19M	–	514
2016 Q4	$1.19M	Buy	+34,288	New	+$1.15M	0.01%	733
2016 Q3	–	Sell	-7,569	Closed	-$239K	–	1032
2016 Q2	$239K	Buy	+7,569	New	+$240K	﹤0.01%	923

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Marshall Wace's IMO Position: Q1 2025 in Review

Marshall Wace sold out of Imperial Oil (IMO) in Q1 2025, closing a stake of 10,203 shares — an estimated $629K sold.

Marshall Wace first reported a position in IMO in Q2 2016 and held it in 8 quarters. The position peaked at $4.19M in Q1 2021. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

Marshall Wace reported no remaining Imperial Oil position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 10,203 Imperial Oil shares in Q1 2025, an estimated $629K.
Marshall Wace first reported a position in Imperial Oil in Q2 2016 and held it in 8 quarters.
Marshall Wace's Imperial Oil position peaked at $4.19M in Q1 2021.
309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.