9258 Wealth Management’s Suncor Energy SU Stock Holding History

9258 Wealth Management’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$399K	Sell	10,796 -1,900	-15%	-$73.4K	0.06%	233
2024 Q2	$484K	Hold	12,696	–	–	0.07%	195
2024 Q1	$469K	Hold	12,696	–	–	0.07%	203
2023 Q4	$407K	Hold	12,696	–	–	0.07%	209
2023 Q3	$436K	Hold	12,696	–	–	0.08%	190
2023 Q2	$372K	Sell	12,696 -1,150	-8%	-$34.4K	0.07%	224
2023 Q1	$430K	Hold	13,846	–	–	0.09%	198
2022 Q4	$439K	Sell	13,846 -1,361	-9%	-$44.7K	0.1%	193
2022 Q3	$428K	Hold	15,207	–	–	0.11%	182
2022 Q2	$533K	Hold	15,207	–	–	0.14%	163
2022 Q1	$496K	Buy	15,207 +1,361	+10%	+$40.4K	0.12%	189
2021 Q4	$347K	Sell	13,846 -2,200	-14%	-$53.6K	0.08%	259
2021 Q3	$333K	Hold	16,046	–	–	0.09%	239
2021 Q2	$385K	Hold	16,046	–	–	0.1%	211
2021 Q1	$335K	Hold	16,046	–	–	0.1%	218
2020 Q4	$269K	Hold	16,046	–	–	0.09%	246
2020 Q3	$181K	Sell	16,046 -900	-5%	-$14.1K	0.07%	274
2020 Q2	$286K	Sell	16,946 -2,127	-11%	-$36.4K	0.12%	211
2020 Q1	$302K	Sell	19,073 -908	-5%	-$23.8K	0.13%	186
2019 Q4	$655K	Buy	+19,981	New	+$624K	0.24%	119

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

9258 Wealth Management's SU Position: Q3 2024 in Review

9258 Wealth Management reduced its Suncor Energy (SU) stake by 15% in Q3 2024, selling an estimated $73.4K and leaving 10,796 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #233.

9258 Wealth Management first reported a position in SU in Q4 2019 and has held it in 20 quarters since. The position peaked at $655K in Q4 2019. 636 funds tracked by Wall St. Rank hold SU as of Q3 2024.

9258 Wealth Management held 10,796 shares of Suncor Energy worth $399K as of Q3 2024.
9258 Wealth Management sold 1,900 Suncor Energy shares in Q3 2024, an estimated $73.4K.
Suncor Energy made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #233 holding.
9258 Wealth Management first reported a position in Suncor Energy in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's Suncor Energy position peaked at $655K in Q4 2019.
636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.