Wintrust Investments’s Imperial Oil IMO Stock Holding History

Wintrust Investments’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 Q4	$181K	Hold	2,942	–	–	0.16%	105
2024 Q3	$207K	Sell	2,942 -26,319	-90%	-$1.86M	0.15%	127
2024 Q2	$2M	Sell	29,261 -168	-0.6%	-$11.6K	0.16%	120
2024 Q1	$2.03M	Sell	29,429 -380	-1%	-$23.2K	0.18%	121
2023 Q4	$1.71M	Buy	29,809 +750	+3%	+$43.1K	0.17%	129
2023 Q3	$1.79M	Buy	29,059 +6,907	+31%	+$378K	0.19%	113
2023 Q2	$1.13M	Buy	22,152 +9,186	+71%	+$456K	0.11%	155
2023 Q1	$659K	Hold	12,966	–	–	0.08%	176
2022 Q4	$632K	Hold	12,966	–	–	0.08%	184
2022 Q3	$561K	Hold	12,966	–	–	0.07%	209
2022 Q2	$611K	Hold	12,966	–	–	0.07%	201
2022 Q1	$627K	Hold	12,966	–	–	0.06%	222
2021 Q4	$468K	Sell	12,966 -2,000	-13%	-$68.8K	0.04%	272
2021 Q3	$472K	Buy	14,966 +4,796	+47%	+$133K	0.06%	183
2021 Q2	$309K	Buy	+10,170	New	+$307K	0.03%	335

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Wintrust Investments's IMO Position: Q4 2024 in Review

Wintrust Investments held its Imperial Oil (IMO) position steady in Q4 2024 at 2,942 shares worth $181K. The position accounts for 0.16% of the portfolio, ranked #105.

Wintrust Investments first reported a position in IMO in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.03M in Q1 2024. 306 funds tracked by Wall St. Rank hold IMO as of Q4 2024.

Wintrust Investments held 2,942 shares of Imperial Oil worth $181K as of Q4 2024.
Wintrust Investments left its Imperial Oil share count unchanged in Q4 2024.
Imperial Oil made up 0.16% of Wintrust Investments's portfolio in Q4 2024, its #105 holding.
Wintrust Investments first reported a position in Imperial Oil in Q2 2021 and has held it in 15 quarters since.
Wintrust Investments's Imperial Oil position peaked at $2.03M in Q1 2024.
306 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.