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Baron Silver Stevens Financial Advisors’s Suncor Energy SU Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-263
Closed -$4K – 406
2020
Q4 		$4K Buy
+263
New +$3.86K ﹤0.01% 343

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SU Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 263 shares — an estimated $4K sold.

Baron Silver Stevens Financial Advisors first reported a position in SU in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 469 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 263 Suncor Energy shares in Q1 2021, an estimated $4K.
  • Baron Silver Stevens Financial Advisors first reported a position in Suncor Energy in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Suncor Energy position peaked at $4K in Q4 2020.
  • 469 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.