Better Money Decisions’s Suncor Energy SU Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-164	Closed	-$6K	–	389
2022 Q2	$6K	Buy	+164	New	+$5.97K	0.01%	370
2021 Q4	–	Sell	-164	Closed	-$3K	–	507
2021 Q3	$3K	Hold	164	–	–	﹤0.01%	580
2021 Q2	$4K	Hold	164	–	–	﹤0.01%	547
2021 Q1	$3K	Buy	+164	New	+$3.21K	﹤0.01%	528

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Better Money Decisions's SU Position: Q3 2022 in Review

Better Money Decisions sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 164 shares — an estimated $6K sold.

Better Money Decisions first reported a position in SU in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

Better Money Decisions reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 164 Suncor Energy shares in Q3 2022, an estimated $6K.
Better Money Decisions first reported a position in Suncor Energy in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Suncor Energy position peaked at $6K in Q2 2022.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.