Almanack Investment Partners’s Suncor Energy SU Stock Holding History

Almanack Investment 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
2020 Q4	–	Sell	-8,644	Closed	-$656K	–	453
2020 Q3	$656K	Buy	+8,644	New	+$135K	0.08%	165
2019 Q3	–	Sell	-4,444	Closed	-$138K	–	294
2019 Q2	$138K	Buy	+4,444	New	+$142K	0.03%	225
2019 Q1	–	Sell	-4,444	Closed	-$124K	–	196
2018 Q4	$124K	Hold	4,444	–	–	0.04%	205
2018 Q3	$156K	Buy	+4,444	New	+$180K	0.04%	207

Other funds holding SU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Almanack Investment Partners's SU Position: Q4 2020 in Review

Almanack Investment Partners sold out of Suncor Energy (SU) in Q4 2020, closing a stake of 8,644 shares — an estimated $656K sold.

Almanack Investment Partners first reported a position in SU in Q3 2018 and held it in 4 quarters. The position peaked at $656K in Q3 2020. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

Almanack Investment Partners reported no remaining Suncor Energy position as of Q4 2020 after selling out during the quarter.
Almanack Investment Partners sold 8,644 Suncor Energy shares in Q4 2020, an estimated $656K.
Almanack Investment Partners first reported a position in Suncor Energy in Q3 2018 and held it in 4 quarters.
Almanack Investment Partners's Suncor Energy position peaked at $656K in Q3 2020.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.