Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Imperial Oil IMO Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q2 		– Sell
-536,700
Closed -$37M – 1106
2024
Q1 		$37M Sell
536,700
-52,776
-9% -$3.22M 0.03% 578
2023
Q4 		$33.7M Sell
589,476
-18,495
-3% -$1.06M 0.02% 593
2023
Q3 		$37.6M Buy
607,971
+123,571
+26% +$6.77M 0.03% 540
2023
Q2 		$24.8M Sell
484,400
-88,597
-15% -$4.4M 0.02% 662
2023
Q1 		$29.1M Sell
572,997
-143,685
-20% -$7.17M 0.02% 636
2022
Q4 		$34.9M Sell
716,682
-118,755
-14% -$6.12M 0.03% 588
2022
Q3 		$36.2M Sell
835,437
-63,661
-7% -$2.91M 0.03% 571
2022
Q2 		$42.4M Buy
899,098
+256,637
+40% +$13.1M 0.03% 560
2022
Q1 		$31.1M Buy
642,461
+36,004
+6% +$1.54M 0.02% 647
2021
Q4 		$21.9M Sell
606,457
-42,126
-6% -$1.45M 0.01% 703
2021
Q3 		$20.5M Sell
648,583
-43,330
-6% -$1.2M 0.01% 716
2021
Q2 		$21.1M Sell
691,913
-56,435
-8% -$1.7M 0.01% 722
2021
Q1 		$18.1M Sell
748,348
-24,019
-3% -$530K 0.01% 725
2020
Q4 		$14.6M Sell
772,367
-116,970
-13% -$1.87M 0.01% 744
2020
Q3 		$10.7M Sell
889,337
-76,718
-8% -$1.2M 0.01% 752
2020
Q2 		$15.5M Buy
966,055
+4,100
+0.4% +$61.6K 0.01% 710
2020
Q1 		$10.8M Sell
961,955
-20,411
-2% -$426K 0.01% 706
2019
Q4 		$26M Buy
982,366
+3,775
+0.4% +$95.5K 0.02% 638
2019
Q3 		$25.5M Buy
978,591
+4,978
+0.5% +$131K 0.02% 614
2019
Q2 		$27M Sell
973,613
-34,911
-3% -$979K 0.02% 604
2019
Q1 		$27.5M Sell
1,008,524
-39,198
-4% -$1.07M 0.03% 574
2018
Q4 		$26.8M Buy
1,047,722
+178,798
+21% +$5.43M 0.03% 549
2018
Q3 		$28.1M Sell
868,924
-38,624
-4% -$1.24M 0.03% 550
2018
Q2 		$30.2M Buy
907,548
+72,469
+9% +$2.27M 0.04% 522
2018
Q1 		$22.1M Sell
835,079
-7,502
-0.9% -$216K 0.03% 579
2017
Q4 		$26.4M Buy
842,581
+21,637
+3% +$673K 0.03% 544
2017
Q3 		$26.2M Sell
820,944
-19,100
-2% -$567K 0.04% 510
2017
Q2 		$24.4M Buy
840,044
+23,926
+3% +$700K 0.04% 531
2017
Q1 		$24.9M Sell
816,118
-5,094
-0.6% -$165K 0.04% 510
2016
Q4 		$28.5M Sell
821,212
-31,475
-4% -$1.06M 0.05% 441
2016
Q3 		$26.7M Buy
852,687
+35,953
+4% +$1.12M 0.04% 461
2016
Q2 		$25.7M Buy
816,734
+18,276
+2% +$579K 0.04% 461
2016
Q1 		$26.7M Buy
798,458
+12,229
+2% +$382K 0.05% 441
2015
Q4 		$25.5M Sell
786,229
-48,013
-6% -$1.55M 0.05% 454
2015
Q3 		$26.3M Sell
834,242
-5,127
-0.6% -$178K 0.05% 426
2015
Q2 		$32.4M Buy
839,369
+65,846
+9% +$2.71M 0.06% 377
2015
Q1 		$30.8M Sell
773,523
-28,113
-4% -$1.1M 0.06% 393
2014
Q4 		$34.7M Buy
801,636
+21,797
+3% +$992K 0.07% 334
2014
Q3 		$36.8M Buy
779,839
+2,204
+0.3% +$113K 0.07% 310
2014
Q2 		$41M Sell
777,635
-35,321
-4% -$1.74M 0.08% 273
2014
Q1 		$37.9M Buy
812,956
+28,346
+4% +$1.24M 0.08% 290
2013
Q4 		$34.6M Sell
784,610
-154,037
-16% -$6.7M 0.07% 316
2013
Q3 		$41.2M Sell
938,647
-32,088
-3% -$1.35M 0.09% 267
2013
Q2 		$37M Buy
+970,735
New +$37.9M 0.08% 279

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Sumitomo Mitsui Trust Group's IMO Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of Imperial Oil (IMO) in Q2 2024, closing a stake of 536,700 shares — an estimated $37M sold.

Sumitomo Mitsui Trust Group first reported a position in IMO in Q2 2013 and held it in 44 quarters. The position peaked at $42.4M in Q2 2022. 292 funds tracked by Wall St. Rank hold IMO as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Imperial Oil position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 536,700 Imperial Oil shares in Q2 2024, an estimated $37M.
  • Sumitomo Mitsui Trust Group first reported a position in Imperial Oil in Q2 2013 and held it in 44 quarters.
  • Sumitomo Mitsui Trust Group's Imperial Oil position peaked at $42.4M in Q2 2022.
  • 292 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.