AUA Capital Management’s Suncor Energy SU Stock Holding History

AUA Capital 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
2023 Q1	–	Sell	-200	Closed	-$6.35K	–	300
2022 Q4	$6.35K	Hold	200	–	–	﹤0.01%	172
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	188
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	186
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	189
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	204
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	222
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	202
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	233
2020 Q4	$3K	Hold	200	–	–	﹤0.01%	241
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	251
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	156
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	169
2019 Q4	$7K	Hold	200	–	–	0.01%	166
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	169
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	171
2019 Q1	$6K	Hold	200	–	–	0.01%	170
2018 Q4	$6K	Hold	200	–	–	0.01%	168
2018 Q3	$8K	Hold	200	–	–	0.01%	170
2018 Q2	$8K	Hold	200	–	–	0.01%	168
2018 Q1	$7K	Hold	200	–	–	0.01%	188
2017 Q4	$7K	Hold	200	–	–	0.01%	197
2017 Q3	$7K	Hold	200	–	–	0.01%	195
2017 Q2	$6K	Hold	200	–	–	0.01%	198
2017 Q1	$6K	Hold	200	–	–	0.01%	186
2016 Q4	$7K	Buy	+200	New	+$6.13K	0.01%	187

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

AUA Capital Management's SU Position: Q1 2023 in Review

AUA Capital Management sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 200 shares — an estimated $6.35K sold.

AUA Capital Management first reported a position in SU in Q4 2016 and held it in 25 quarters. The position peaked at $8K in Q3 2018. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

AUA Capital Management reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 200 Suncor Energy shares in Q1 2023, an estimated $6.35K.
AUA Capital Management first reported a position in Suncor Energy in Q4 2016 and held it in 25 quarters.
AUA Capital Management's Suncor Energy position peaked at $8K in Q3 2018.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.