Algert Global’s Suncor Energy SU Stock Holding History

Algert Global’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 Q3	–	Sell	-8,565	Closed	-$300K	–	1333
2022 Q2	$300K	Sell	8,565 -2,100	-20%	-$76.5K	0.02%	914
2022 Q1	$348K	Hold	10,665	–	–	0.02%	932
2021 Q4	$267K	Buy	+10,665	New	+$260K	0.03%	773
2014 Q4	–	Sell	-40,140	Closed	-$1.46M	–	326
2014 Q3	$1.46M	Buy	+40,140	New	+$1.61M	1.08%	4
2013 Q3	–	Sell	-11,480	Closed	-$337K	–	361
2013 Q2	$337K	Buy	+11,480	New	+$346K	0.1%	222

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Algert Global's SU Position: Q3 2022 in Review

Algert Global sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 8,565 shares — an estimated $300K sold.

Algert Global first reported a position in SU in Q2 2013 and held it in 5 quarters. The position peaked at $1.46M in Q3 2014. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

Algert Global reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
Algert Global sold 8,565 Suncor Energy shares in Q3 2022, an estimated $300K.
Algert Global first reported a position in Suncor Energy in Q2 2013 and held it in 5 quarters.
Algert Global's Suncor Energy position peaked at $1.46M in Q3 2014.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Algert Global's 13F filing for Q3 2022, filed 15 Nov 2022.