MIM
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Merewether Investment Management’s Imperial Oil IMO Stock Holding History

Merewether Investment Management’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
Q3 		– Sell
-524,465
Closed -$26.9M – 44
2023
Q2 		$26.9M Buy
524,465
+229,765
+78% +$11.4M 1.95% 21
2023
Q1 		$15M Buy
+294,700
New +$14.7M 1.33% 24

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merewether Investment Management's IMO Position: Q3 2023 in Review

Merewether Investment Management sold out of Imperial Oil (IMO) in Q3 2023, closing a stake of 524,465 shares — an estimated $26.9M sold.

Merewether Investment Management first reported a position in IMO in Q1 2023 and held it in 2 quarters. The position peaked at $26.9M in Q2 2023. 283 funds tracked by Wall St. Rank hold IMO as of Q3 2023.

  • Merewether Investment Management reported no remaining Imperial Oil position as of Q3 2023 after selling out during the quarter.
  • Merewether Investment Management sold 524,465 Imperial Oil shares in Q3 2023, an estimated $26.9M.
  • Merewether Investment Management first reported a position in Imperial Oil in Q1 2023 and held it in 2 quarters.
  • Merewether Investment Management's Imperial Oil position peaked at $26.9M in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2023.

Based on Merewether Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.