Artemis Investment Management’s Suncor Energy SU Stock Holding History

Artemis Investment Management’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
2019 Q3	–	Sell	-31,052	Closed	-$967K	–	282
2019 Q2	$967K	Sell	31,052 -3,930	-11%	-$126K	0.01%	259
2019 Q1	$1.14M	Buy	34,982 +410	+1%	+$13.4K	0.01%	262
2018 Q4	$965K	Sell	34,572 -11,420	-25%	-$379K	0.01%	245
2018 Q3	$1.78M	Buy	+45,992	New	+$1.86M	0.02%	260
2015 Q1	–	Sell	-116,026	Closed	-$3.69M	–	275
2014 Q4	$3.69M	Sell	116,026 -450,835	-80%	-$14.9M	0.14%	139
2014 Q3	$20.5M	Buy	+566,861	New	+$22.8M	1.03%	31

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artemis Investment Management's SU Position: Q3 2019 in Review

Artemis Investment Management sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 31,052 shares — an estimated $967K sold.

Artemis Investment Management first reported a position in SU in Q3 2014 and held it in 6 quarters. The position peaked at $20.5M in Q3 2014. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Artemis Investment Management reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
Artemis Investment Management sold 31,052 Suncor Energy shares in Q3 2019, an estimated $967K.
Artemis Investment Management first reported a position in Suncor Energy in Q3 2014 and held it in 6 quarters.
Artemis Investment Management's Suncor Energy position peaked at $20.5M in Q3 2014.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Artemis Investment Management's 13F filing for Q3 2019, filed 10 Oct 2019.