Joel Greenblatt's IMO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,148 shares of Imperial Oil Limited (IMO) worth $467,130, representing 0.00% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 82,436 shares. Largest reduction occurred in Q3 2017, reducing 54,262 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Imperial Oil Limited (IMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Imperial Oil Limited (IMO) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2016 | +40,576 | New Buy | 40,576 | $33.39 |
| Q2 2016 | -40,576 | Sold Out | 40,576 | $0.00 |
| Q4 2016 | +10,032 | New Buy | 10,032 | $34.79 |
| Q1 2017 | +82,436 | Add 821.73% | 92,468 | $30.50 |
| Q2 2017 | +47,244 | Add 51.09% | 139,712 | $29.18 |
| Q3 2017 | -54,262 | Reduce 38.84% | 85,450 | $31.94 |
| Q4 2017 | -27,500 | Reduce 32.18% | 57,950 | $31.18 |
| Q1 2018 | +34,694 | Add 59.87% | 92,644 | $26.50 |
| Q2 2018 | -34,810 | Reduce 37.57% | 57,834 | $33.25 |
| Q3 2018 | -40,909 | Reduce 70.74% | 16,925 | $32.38 |
| Q4 2018 | -2,853 | Reduce 16.86% | 14,072 | $25.30 |
| Q1 2019 | +9,882 | Add 70.22% | 23,954 | $27.39 |
| Q2 2019 | -5,589 | Reduce 23.33% | 18,365 | $27.66 |
| Q3 2019 | -2,907 | Reduce 15.83% | 15,458 | $26.01 |
| Q4 2019 | -15,458 | Sold Out | 15,458 | $0.00 |
| Q1 2020 | +21,963 | New Buy | 21,963 | $11.29 |
| Q2 2020 | -4,300 | Reduce 19.58% | 17,663 | $16.02 |
| Q3 2020 | -17,663 | Sold Out | 17,663 | $0.00 |
| Q2 2021 | +8,597 | New Buy | 8,597 | $30.36 |
| Q3 2021 | +13,906 | Add 161.75% | 22,503 | $31.55 |
| Q4 2021 | +3,242 | Add 14.41% | 25,745 | $36.08 |
| Q1 2022 | +2,884 | Add 11.20% | 28,629 | $48.31 |
| Q2 2022 | +2,806 | Add 9.80% | 31,435 | $47.11 |
| Q3 2022 | +17,491 | Add 55.64% | 48,926 | $43.27 |
| Q4 2022 | -1,286 | Reduce 2.63% | 47,640 | $48.74 |
| Q1 2023 | +1,582 | Add 3.32% | 49,222 | $50.81 |
| Q2 2023 | -19,633 | Reduce 39.89% | 29,589 | $51.16 |
| Q3 2023 | -19,740 | Reduce 66.71% | 9,849 | $61.59 |
| Q4 2023 | +11,713 | Add 118.93% | 21,562 | $57.19 |
| Q1 2024 | -13,871 | Reduce 64.33% | 7,691 | $69.13 |
| Q2 2024 | -1,809 | Reduce 23.52% | 5,882 | $68.25 |
| Q3 2024 | +17,953 | Add 305.22% | 23,835 | $70.45 |
| Q4 2024 | -14,080 | Reduce 59.07% | 9,755 | $61.60 |
| Q1 2025 | -331 | Reduce 3.39% | 9,424 | $72.32 |
| Q2 2025 | -823 | Reduce 8.73% | 8,601 | $79.48 |
| Q3 2025 | -3,453 | Reduce 40.15% | 5,148 | $90.74 |
Joel Greenblatt's Imperial Oil Limited Investment FAQs
Joel Greenblatt first purchased Imperial Oil Limited (IMO) in Q1 2016, acquiring 40,576 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Imperial Oil Limited (IMO) for 39 quarters since Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Imperial Oil Limited (IMO) was in Q1 2017, adding 92,468 shares worth $2.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,148 shares of Imperial Oil Limited (IMO), valued at approximately $467,130. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Imperial Oil Limited (IMO) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Imperial Oil Limited (IMO) was 139,712 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.