Berman Capital Advisors’s Suncor Energy SU Stock Holding History

Berman Capital 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 Q3	$2K	Sell	115 -41	-26%	-$820	﹤0.01%	1743
2021 Q2	$3K	Buy	156 +1	+0.6%	+$23	﹤0.01%	1520
2021 Q1	$3K	Buy	155 +41	+36%	+$804	﹤0.01%	1444
2020 Q4	$1K	Buy	+114	New	+$1.68K	﹤0.01%	1590
2020 Q3	–	Sell	-197	Closed	-$3K	–	1763
2020 Q2	$3K	Buy	197 +19	+11%	+$325	﹤0.01%	1180
2020 Q1	$2K	Sell	178 -275	-61%	-$7.21K	﹤0.01%	1183
2019 Q4	$14K	Buy	453 +10	+2%	+$312	﹤0.01%	636
2019 Q3	$14K	Sell	443 -420	-49%	-$12.6K	﹤0.01%	625
2019 Q2	$26K	Buy	863 +180	+26%	+$5.76K	0.01%	444
2019 Q1	$22K	Buy	683 +404	+145%	+$13.2K	0.01%	435
2018 Q4	$7K	Buy	+279	New	+$9.27K	﹤0.01%	605

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's SU Position: Q3 2021 in Review

Berman Capital Advisors reduced its Suncor Energy (SU) stake by 26% in Q3 2021, selling an estimated $820 and leaving 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Berman Capital Advisors first reported a position in SU in Q4 2018 and has held it in 11 quarters since. The position peaked at $26K in Q2 2019. 450 funds tracked by Wall St. Rank hold SU as of Q3 2021.

Berman Capital Advisors held 115 shares of Suncor Energy worth $2K as of Q3 2021.
Berman Capital Advisors sold 41 Suncor Energy shares in Q3 2021, an estimated $820.
Suncor Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1743 holding.
Berman Capital Advisors first reported a position in Suncor Energy in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Suncor Energy position peaked at $26K in Q2 2019.
450 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.