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Advisor Partners II’s Suncor Energy SU Stock Holding History

Advisor Partners II’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 		$1.13M Sell
32,730
-102
-0.3% -$3.27K 0.05% 448
2023
Q2 		$963K Buy
32,832
+7,840
+31% +$234K 0.05% 399
2023
Q1 		$776K Buy
24,992
+8,961
+56% +$291K 0.04% 416
2022
Q4 		$509K Buy
16,031
+5,894
+58% +$194K 0.03% 515
2022
Q3 		$285K Buy
+10,137
New +$320K 0.02% 628

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Advisor Partners II's SU Position: Q3 2023 in Review

Advisor Partners II reduced its Suncor Energy (SU) stake by 0.31% in Q3 2023, selling an estimated $3.27K and leaving 32,730 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #448.

Advisor Partners II first reported a position in SU in Q3 2022 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold SU as of Q3 2023.

  • Advisor Partners II held 32,730 shares of Suncor Energy worth $1.13M as of Q3 2023.
  • Advisor Partners II sold 102 Suncor Energy shares in Q3 2023, an estimated $3.27K.
  • Suncor Energy made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #448 holding.
  • Advisor Partners II first reported a position in Suncor Energy in Q3 2022 and has held it in 5 quarters since.
  • 569 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.