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Okabena Investment Services’s Imperial Oil IMO Stock Holding History

Okabena Investment Services’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
2024
Q3 		– Sell
-7,014
Closed -$479K – 116
2024
Q2 		$479K Buy
+7,014
New +$483K 0.15% 88
2022
Q4 		– Sell
-7,014
Closed -$303K – 233
2022
Q3 		$303K Buy
+7,014
New +$320K 0.15% 94

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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
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

Okabena Investment Services's IMO Position: Q3 2024 in Review

Okabena Investment Services sold out of Imperial Oil (IMO) in Q3 2024, closing a stake of 7,014 shares — an estimated $479K sold.

Okabena Investment Services first reported a position in IMO in Q3 2022 and held it in 2 quarters. The position peaked at $479K in Q2 2024. 299 funds tracked by Wall St. Rank hold IMO as of Q3 2024.

  • Okabena Investment Services reported no remaining Imperial Oil position as of Q3 2024 after selling out during the quarter.
  • Okabena Investment Services sold 7,014 Imperial Oil shares in Q3 2024, an estimated $479K.
  • Okabena Investment Services first reported a position in Imperial Oil in Q3 2022 and held it in 2 quarters.
  • Okabena Investment Services's Imperial Oil position peaked at $479K in Q2 2024.
  • 299 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.