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Advisor Partners’s Suncor Energy SU Stock Holding History

Advisor Partners’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
2022
Q2 		$317K Buy
9,029
+1,051
+13% +$38.3K 0.02% 618
2022
Q1 		$260K Sell
7,978
-1,671
-17% -$49.6K 0.02% 720
2021
Q4 		$242K Buy
+9,649
New +$235K 0.01% 751
2021
Q3 		– Sell
-9,978
Closed -$239K – 846
2021
Q2 		$239K Buy
9,978
+35
+0.4% +$803 0.02% 731
2021
Q1 		$208K Buy
+9,943
New +$195K 0.01% 763
2020
Q3 		– Sell
-12,179
Closed -$205K – 713
2020
Q2 		$205K Buy
12,179
+460
+4% +$7.86K 0.02% 625
2020
Q1 		$185K Buy
11,719
+2,289
+24% +$60K 0.02% 553
2019
Q4 		$323K Buy
9,430
+1,608
+21% +$50.2K 0.03% 469
2019
Q3 		$247K Sell
7,822
-1,057
-12% -$31.8K 0.03% 544
2019
Q2 		$277K Buy
8,879
+943
+12% +$30.2K 0.03% 485
2019
Q1 		$257K Buy
7,936
+259
+3% +$8.43K 0.03% 496
2018
Q4 		$215K Buy
+7,677
New +$255K 0.03% 523
2016
Q1 		– Sell
-35,294
Closed -$908K – 405
2015
Q4 		$908K Buy
+35,294
New +$974K 0.31% 93
2014
Q4 		– Sell
-6,106
Closed -$221K – 303
2014
Q3 		$221K Buy
6,106
+34
+0.6% +$1.36K 0.13% 210
2014
Q2 		$259K Sell
6,072
-128
-2% -$4.99K 0.13% 211
2014
Q1 		$217K Sell
6,200
-337
-5% -$11.2K 0.12% 243
2013
Q4 		$229K Buy
6,537
+489
+8% +$17.2K 0.13% 213
2013
Q3 		$216K Buy
+6,048
New +$201K 0.15% 197

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Advisor Partners's SU Position: Q2 2022 in Review

Advisor Partners increased its Suncor Energy (SU) stake by 13% in Q2 2022, buying an estimated $38.3K and bringing the position to 9,029 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #618.

Advisor Partners first reported a position in SU in Q3 2013 and has held it in 18 quarters since. The position peaked at $908K in Q4 2015. 577 funds tracked by Wall St. Rank hold SU as of Q2 2022.

  • Advisor Partners held 9,029 shares of Suncor Energy worth $317K as of Q2 2022.
  • Advisor Partners bought 1,051 Suncor Energy shares in Q2 2022, an estimated $38.3K.
  • Suncor Energy made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #618 holding.
  • Advisor Partners first reported a position in Suncor Energy in Q3 2013 and has held it in 18 quarters since.
  • Advisor Partners's Suncor Energy position peaked at $908K in Q4 2015.
  • 577 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.