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Arlington Partners’s Suncor Energy SU Stock Holding History

Arlington 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
2023
Q4 		– Sell
-853
Closed -$29.3K – 375
2023
Q3 		$29.3K Hold
853
– – 0.01% 161
2023
Q2 		$25K Hold
853
– – ﹤0.01% 372
2023
Q1 		$26.5K Buy
+853
New +$27.7K ﹤0.01% 316

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Vanguard Group
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Arlington Partners's SU Position: Q4 2023 in Review

Arlington Partners sold out of Suncor Energy (SU) in Q4 2023, closing a stake of 853 shares — an estimated $29.3K sold.

Arlington Partners first reported a position in SU in Q1 2023 and held it in 3 quarters. The position peaked at $29.3K in Q3 2023. 593 funds tracked by Wall St. Rank hold SU as of Q4 2023.

  • Arlington Partners reported no remaining Suncor Energy position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 853 Suncor Energy shares in Q4 2023, an estimated $29.3K.
  • Arlington Partners first reported a position in Suncor Energy in Q1 2023 and held it in 3 quarters.
  • Arlington Partners's Suncor Energy position peaked at $29.3K in Q3 2023.
  • 593 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.