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Barrett Asset Management’s Suncor Energy SU Stock Holding History

Barrett Asset 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
2020
Q3 		– Sell
-650
Closed -$11K – 395
2020
Q2 		$11K Buy
+650
New +$11.1K ﹤0.01% 335

Other funds holding SU

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Royal Bank of Canada
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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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrett Asset Management's SU Position: Q3 2020 in Review

Barrett Asset Management sold out of Suncor Energy (SU) in Q3 2020, closing a stake of 650 shares — an estimated $11K sold.

Barrett Asset Management first reported a position in SU in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

  • Barrett Asset Management reported no remaining Suncor Energy position as of Q3 2020 after selling out during the quarter.
  • Barrett Asset Management sold 650 Suncor Energy shares in Q3 2020, an estimated $11K.
  • Barrett Asset Management first reported a position in Suncor Energy in Q2 2020 and held it in 1 quarter.
  • Barrett Asset Management's Suncor Energy position peaked at $11K in Q2 2020.
  • 421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on Barrett Asset Management's 13F filing for Q3 2020, filed 6 Nov 2020.