Schubert & Co’s Imperial Oil IMO Stock Holding History

Schubert & Co’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	-27	Closed	-$1.37K	–	740
2023 Q1	$1.37K	Sell	27 -5	-16%	-$250	﹤0.01%	1063
2022 Q4	$1.56K	Sell	32 -2	-6%	-$103	﹤0.01%	994
2022 Q3	$1K	Buy	34 +9	+36%	+$411	﹤0.01%	1127
2022 Q2	$1K	Buy	+25	New	+$1.28K	﹤0.01%	1140

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Schubert & Co's IMO Position: Q2 2023 in Review

Schubert & Co sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 27 shares — an estimated $1.37K sold.

Schubert & Co first reported a position in IMO in Q2 2022 and held it in 4 quarters. The position peaked at $1.56K in Q4 2022. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

Schubert & Co reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 27 Imperial Oil shares in Q2 2023, an estimated $1.37K.
Schubert & Co first reported a position in Imperial Oil in Q2 2022 and held it in 4 quarters.
Schubert & Co's Imperial Oil position peaked at $1.56K in Q4 2022.
260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.