Aperio Group’s Suncor Energy SU Stock Holding History

Aperio Group’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	$4.31M	Sell	256,805 -159,218	-38%	-$2.34M	0.01%	887
2020 Q3	$5.09M	Sell	416,023 -23,701	-5%	-$371K	0.02%	731
2020 Q2	$7.41M	Sell	439,724 -110,213	-20%	-$1.88M	0.03%	571
2020 Q1	$8.69M	Buy	549,937 +118,157	+27%	+$3.1M	0.04%	460
2019 Q4	$14.2M	Buy	431,780 +29,622	+7%	+$925K	0.05%	398
2019 Q3	$12.7M	Buy	402,158 +1,132	+0.3%	+$34K	0.05%	412
2019 Q2	$12.5M	Buy	401,026 +36,060	+10%	+$1.15M	0.05%	405
2019 Q1	$11.8M	Buy	364,966 +26,112	+8%	+$850K	0.05%	400
2018 Q4	$9.48M	Sell	338,854 -13,974	-4%	-$464K	0.05%	425
2018 Q3	$13.7M	Buy	352,828 +16,890	+5%	+$684K	0.06%	353
2018 Q2	$13.7M	Buy	335,938 +534	+0.2%	+$20.8K	0.07%	344
2018 Q1	$11.6M	Buy	335,404 +38,783	+13%	+$1.35M	0.06%	382
2017 Q4	$10.9M	Buy	296,621 +18,645	+7%	+$648K	0.06%	396
2017 Q3	$9.74M	Buy	277,976 +14,010	+5%	+$447K	0.06%	399
2017 Q2	$7.71M	Buy	263,966 +5,761	+2%	+$177K	0.05%	449
2017 Q1	$7.94M	Buy	258,205 +30,130	+13%	+$949K	0.05%	399
2016 Q4	$7.46M	Buy	228,075 +7,177	+3%	+$220K	0.06%	392
2016 Q3	$6.14M	Buy	220,898 +17,961	+9%	+$491K	0.04%	472
2016 Q2	$5.63M	Buy	202,937 +27,353	+16%	+$750K	0.04%	471
2016 Q1	$4.88M	Sell	175,584 -155,745	-47%	-$3.77M	0.04%	489
2015 Q4	$8.55M	Sell	331,329 -20,934	-6%	-$578K	0.08%	295
2015 Q3	$9.41M	Buy	352,263 +134,411	+62%	+$3.61M	0.1%	252
2015 Q2	$6M	Buy	217,852 +1,477	+0.7%	+$44.6K	0.06%	364
2015 Q1	$6.33M	Buy	216,375 +23,248	+12%	+$691K	0.07%	339
2014 Q4	$6.14M	Sell	193,127 -32,091	-14%	-$1.06M	0.08%	320
2014 Q3	$8.14M	Buy	225,218 +5,831	+3%	+$234K	0.11%	225
2014 Q2	$9.35M	Buy	219,387 +15,554	+8%	+$606K	0.14%	191
2014 Q1	$7.13M	Buy	+203,833	New	+$6.79M	0.1%	256
2013 Q4	–	Sell	-148,685	Closed	-$5.23M	–	278
2013 Q3	$5.32M	Buy	148,685 +36,594	+33%	+$1.22M	0.1%	252
2013 Q2	$3.31M	Buy	+112,091	New	+$3.38M	0.08%	317

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

Aperio Group's SU Position: Q4 2020 in Review

Aperio Group reduced its Suncor Energy (SU) stake by 38% in Q4 2020, selling an estimated $2.34M and leaving 256,805 shares worth $4.31M. The position accounts for 0.01% of the portfolio, ranked #887.

Aperio Group first reported a position in SU in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.2M in Q4 2019. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

Aperio Group held 256,805 shares of Suncor Energy worth $4.31M as of Q4 2020.
Aperio Group sold 159,218 Suncor Energy shares in Q4 2020, an estimated $2.34M.
Suncor Energy made up 0.01% of Aperio Group's portfolio in Q4 2020, its #887 holding.
Aperio Group first reported a position in Suncor Energy in Q2 2013 and has held it in 30 quarters since.
Aperio Group's Suncor Energy position peaked at $14.2M in Q4 2019.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.