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Bartlett & Co’s Suncor Energy SU Stock Holding History

Bartlett & Co’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
Q4 		$77K Sell
2,400
-300
-11% -$9.79K ﹤0.01% 620
2023
Q3 		$93K Hold
2,700
– – ﹤0.01% 556
2023
Q2 		$79K Buy
2,700
+2,600
+2,600% +$77.8K ﹤0.01% 579
2023
Q1 		$3K Hold
100
– – ﹤0.01% 953
2022
Q4 		$3K Hold
100
– – ﹤0.01% 983
2022
Q3 		$3K Buy
+100
New +$3.16K ﹤0.01% 1007
2020
Q2 		– Sell
-1,000
Closed -$16K – 871
2020
Q1 		$16K Buy
+1,000
New +$26.2K ﹤0.01% 607
2019
Q2 		– Sell
-47
Closed -$2K – 793
2019
Q1 		$2K Buy
+47
New +$1.53K ﹤0.01% 654
2018
Q4 		– Sell
-39
Closed -$2K – 704
2018
Q3 		$2K Buy
+39
New +$1.58K ﹤0.01% 665
2016
Q1 		– Sell
-5,500
Closed -$142K – 734
2015
Q4 		$142K Hold
5,500
– – 0.01% 282
2015
Q3 		$147K Hold
5,500
– – 0.01% 274
2015
Q2 		$151K Buy
5,500
+740
+16% +$22.4K 0.01% 283
2015
Q1 		$139K Hold
4,760
– – 0.01% 292
2014
Q4 		$151K Sell
4,760
-390
-8% -$12.9K 0.01% 282
2014
Q3 		$186K Sell
5,150
-300
-6% -$12K 0.01% 256
2014
Q2 		$232K Sell
5,450
-800
-13% -$31.2K 0.01% 245
2014
Q1 		$218K Buy
6,250
+3,400
+119% +$113K 0.01% 247
2013
Q4 		$100K Sell
2,850
-29
-1% -$1.02K 0.01% 304
2013
Q3 		$103K Sell
2,879
-471
-14% -$15.7K 0.01% 295
2013
Q2 		$99K Buy
+3,350
New +$101K 0.01% 298

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bartlett & Co's SU Position: Q4 2023 in Review

Bartlett & Co reduced its Suncor Energy (SU) stake by 11% in Q4 2023, selling an estimated $9.79K and leaving 2,400 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bartlett & Co first reported a position in SU in Q2 2013 and has held it in 20 quarters since. The position peaked at $232K in Q2 2014. 591 funds tracked by Wall St. Rank hold SU as of Q4 2023.

  • Bartlett & Co held 2,400 shares of Suncor Energy worth $77K as of Q4 2023.
  • Bartlett & Co sold 300 Suncor Energy shares in Q4 2023, an estimated $9.79K.
  • Suncor Energy made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #620 holding.
  • Bartlett & Co first reported a position in Suncor Energy in Q2 2013 and has held it in 20 quarters since.
  • Bartlett & Co's Suncor Energy position peaked at $232K in Q2 2014.
  • 591 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.