Washington Trust’s Imperial Oil IMO Stock Holding History

Washington Trust’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
2021 Q4	–	Sell	-1,080	Closed	-$34K	–	1010
2021 Q3	$34K	Hold	1,080	–	–	﹤0.01%	592
2021 Q2	$33K	Hold	1,080	–	–	﹤0.01%	608
2021 Q1	$26K	Hold	1,080	–	–	﹤0.01%	632
2020 Q4	$21K	Hold	1,080	–	–	﹤0.01%	653
2020 Q3	$13K	Buy	+1,080	New	+$16.9K	﹤0.01%	690

Other funds holding IMO

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Washington Trust's IMO Position: Q4 2021 in Review

Washington Trust sold out of Imperial Oil (IMO) in Q4 2021, closing a stake of 1,080 shares — an estimated $34K sold.

Washington Trust first reported a position in IMO in Q3 2020 and held it in 5 quarters. The position peaked at $34K in Q3 2021. 211 funds tracked by Wall St. Rank hold IMO as of Q4 2021.

Washington Trust reported no remaining Imperial Oil position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 1,080 Imperial Oil shares in Q4 2021, an estimated $34K.
Washington Trust first reported a position in Imperial Oil in Q3 2020 and held it in 5 quarters.
Washington Trust's Imperial Oil position peaked at $34K in Q3 2021.
211 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.