Benjamin F. Edwards & Company’s Suncor Energy SU Stock Holding History

Benjamin F. Edwards & 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
2024 Q2	$39K	Sell	1,038 -50	-5%	-$1.93K	﹤0.01%	1394
2024 Q1	$40K	Buy	1,088 +50	+5%	+$1.68K	﹤0.01%	1367
2023 Q4	$33K	Buy	1,038 +313	+43%	+$10.2K	﹤0.01%	1367
2023 Q3	$25K	Hold	725	–	–	﹤0.01%	1212
2023 Q2	$21K	Hold	725	–	–	﹤0.01%	1274
2023 Q1	$23K	Hold	725	–	–	﹤0.01%	1250
2022 Q4	$23K	Hold	725	–	–	﹤0.01%	1252
2022 Q3	$20K	Hold	725	–	–	﹤0.01%	1265
2022 Q2	$25K	Hold	725	–	–	﹤0.01%	1196
2022 Q1	$24K	Hold	725	–	–	﹤0.01%	1198
2021 Q4	$18K	Hold	725	–	–	﹤0.01%	1269
2021 Q3	$15K	Sell	725 -100	-12%	-$2K	﹤0.01%	1300
2021 Q2	$20K	Hold	825	–	–	﹤0.01%	1230
2021 Q1	$17K	Hold	825	–	–	﹤0.01%	1246
2020 Q4	$14K	Hold	825	–	–	﹤0.01%	1222
2020 Q3	$10K	Hold	825	–	–	﹤0.01%	1284
2020 Q2	$14K	Hold	825	–	–	﹤0.01%	1208
2020 Q1	$13K	Hold	825	–	–	﹤0.01%	1193
2019 Q4	$27K	Hold	825	–	–	﹤0.01%	1142
2019 Q3	$26K	Sell	825 -95	-10%	-$2.86K	﹤0.01%	1117
2019 Q2	$29K	Buy	920 +510	+124%	+$16.3K	﹤0.01%	1072
2019 Q1	$13K	Hold	410	–	–	﹤0.01%	1258
2018 Q4	$11K	Hold	410	–	–	﹤0.01%	1265
2018 Q3	$16K	Sell	410 -1	-0.2%	-$40	﹤0.01%	1160
2018 Q2	$17K	Buy	411 +1	+0.2%	+$39	﹤0.01%	1142
2018 Q1	$14K	Hold	410	–	–	﹤0.01%	1176
2017 Q4	$15K	Hold	410	–	–	﹤0.01%	1101
2017 Q3	$14K	Buy	410 +100	+32%	+$3.19K	﹤0.01%	1072
2017 Q2	$9K	Hold	310	–	–	﹤0.01%	1126
2017 Q1	$10K	Buy	+310	New	+$9.76K	﹤0.01%	1028
2016 Q1	–	Sell	-150	Closed	-$4K	–	1191
2015 Q4	$4K	Buy	+150	New	+$4.14K	﹤0.01%	1005

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Benjamin F. Edwards & Company's SU Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Suncor Energy (SU) stake by 4.6% in Q2 2024, selling an estimated $1.93K and leaving 1,038 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Benjamin F. Edwards & Company first reported a position in SU in Q4 2015 and has held it in 31 quarters since. The position peaked at $40K in Q1 2024. 634 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Benjamin F. Edwards & Company held 1,038 shares of Suncor Energy worth $39K as of Q2 2024.
Benjamin F. Edwards & Company sold 50 Suncor Energy shares in Q2 2024, an estimated $1.93K.
Suncor Energy made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1394 holding.
Benjamin F. Edwards & Company first reported a position in Suncor Energy in Q4 2015 and has held it in 31 quarters since.
Benjamin F. Edwards & Company's Suncor Energy position peaked at $40K in Q1 2024.
634 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.