Achmea Investment Management’s Suncor Energy SU Stock Holding History

Achmea Investment 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
2023 Q3	–	Sell	-4,281	Closed	-$125K	–	615
2023 Q2	$125K	Buy	4,281 +2,212	+107%	+$66.2K	﹤0.01%	541
2023 Q1	$64K	Hold	2,069	–	–	﹤0.01%	517
2022 Q4	$61K	Hold	2,069	–	–	﹤0.01%	559
2022 Q3	$59K	Hold	2,069	–	–	﹤0.01%	563
2022 Q2	$72K	Hold	2,069	–	–	﹤0.01%	545
2022 Q1	$68K	Buy	+2,069	New	+$61.4K	﹤0.01%	565
2021 Q4	–	Sell	-2,069	Closed	-$43K	–	557
2021 Q3	$43K	Buy	+2,069	New	+$41.4K	﹤0.01%	540

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Achmea Investment Management's SU Position: Q3 2023 in Review

Achmea Investment Management sold out of Suncor Energy (SU) in Q3 2023, closing a stake of 4,281 shares — an estimated $125K sold.

Achmea Investment Management first reported a position in SU in Q3 2021 and held it in 7 quarters. The position peaked at $125K in Q2 2023. 568 funds tracked by Wall St. Rank hold SU as of Q3 2023.

Achmea Investment Management reported no remaining Suncor Energy position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 4,281 Suncor Energy shares in Q3 2023, an estimated $125K.
Achmea Investment Management first reported a position in Suncor Energy in Q3 2021 and held it in 7 quarters.
Achmea Investment Management's Suncor Energy position peaked at $125K in Q2 2023.
568 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.