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Barnett & Company’s Suncor Energy SU Stock Holding History

Barnett & Company’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
Q2 		– Sell
-108
Closed -$2K – 362
2020
Q1 		$2K Sell
108
-229
-68% -$6K ﹤0.01% 328
2019
Q4 		$11K Buy
+337
New +$10.5K 0.01% 315

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Barnett & Company's SU Position: Q2 2020 in Review

Barnett & Company sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 108 shares — an estimated $2K sold.

Barnett & Company first reported a position in SU in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • Barnett & Company reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • Barnett & Company sold 108 Suncor Energy shares in Q2 2020, an estimated $2K.
  • Barnett & Company first reported a position in Suncor Energy in Q4 2019 and held it in 2 quarters.
  • Barnett & Company's Suncor Energy position peaked at $11K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.