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SU icon

BOK Financial’s Suncor Energy SU Stock Holding History

BOK Financial’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
Q3 		– Sell
-301
Closed -$11.5K – 1497
2024
Q2 		$11.5K Sell
301
-1,086
-78% -$42K ﹤0.01% 941
2024
Q1 		$51.7K Sell
1,387
-498
-26% -$16.8K ﹤0.01% 845
2023
Q4 		$60.4K Buy
1,885
+481
+34% +$15.7K ﹤0.01% 784
2023
Q3 		$45.5K Sell
1,404
-4,497
-76% -$144K ﹤0.01% 775
2023
Q2 		$173K Sell
5,901
-133,869
-96% -$4M ﹤0.01% 659
2023
Q1 		$4.34M Buy
139,770
+44,077
+46% +$1.43M 0.09% 209
2022
Q4 		$3.04M Sell
95,693
-12,061
-11% -$396K 0.06% 301
2022
Q3 		$3.03M Buy
107,754
+32,597
+43% +$1.03M 0.06% 282
2022
Q2 		$2.63M Sell
75,157
-10,915
-13% -$397K 0.05% 312
2022
Q1 		$2.81M Buy
+86,072
New +$2.55M 0.05% 325
2020
Q4 		– Sell
-23,514
Closed -$288K – 935
2020
Q3 		$288K Sell
23,514
-1,150
-5% -$18K 0.01% 729
2020
Q2 		$416K Buy
24,664
+294
+1% +$5.03K 0.01% 679
2020
Q1 		$385K Sell
24,370
-1,048
-4% -$27.5K 0.01% 642
2019
Q4 		$834K Buy
+25,418
New +$793K 0.02% 558
2019
Q3 		– Sell
-8,044
Closed -$250K – 943
2019
Q2 		$250K Sell
8,044
-4,553
-36% -$146K 0.01% 816
2019
Q1 		$408K Sell
12,597
-8,664
-41% -$282K 0.01% 725
2018
Q4 		$594K Sell
21,261
-914
-4% -$30.4K 0.02% 572
2018
Q3 		$858K Buy
22,175
+4,333
+24% +$175K 0.02% 531
2018
Q2 		$726K Buy
17,842
+27
+0.2% +$1.05K 0.02% 562
2018
Q1 		$615K Buy
17,815
+2,919
+20% +$102K 0.02% 589
2017
Q4 		$547K Sell
14,896
-1,476
-9% -$51.3K 0.02% 641
2017
Q3 		$573K Buy
16,372
+869
+6% +$27.7K 0.02% 625
2017
Q2 		$452K Sell
15,503
-53
-0.3% -$1.63K 0.01% 654
2017
Q1 		$479K Buy
15,556
+1,789
+13% +$56.3K 0.01% 666
2016
Q4 		$450K Buy
13,767
+1,833
+15% +$56.2K 0.01% 664
2016
Q3 		$332K Sell
11,934
-689
-5% -$18.8K 0.01% 736
2016
Q2 		$350K Buy
12,623
+985
+8% +$27K 0.01% 677
2016
Q1 		$324K Buy
11,638
+124
+1% +$3K 0.01% 682
2015
Q4 		$297K Sell
11,514
-6,146
-35% -$170K 0.01% 697
2015
Q3 		$472K Sell
17,660
-29,802
-63% -$800K 0.02% 579
2015
Q2 		$1.31M Buy
47,462
+1,320
+3% +$39.9K 0.04% 397
2015
Q1 		$1.35M Buy
46,142
+7,831
+20% +$233K 0.05% 384
2014
Q4 		$1.22M Sell
38,311
-6,156
-14% -$204K 0.04% 384
2014
Q3 		$1.61M Buy
44,467
+3,197
+8% +$128K 0.05% 343
2014
Q2 		$1.76M Sell
41,270
-641
-2% -$25K 0.06% 340
2014
Q1 		$1.47M Sell
41,911
-679
-2% -$22.6K 0.05% 370
2013
Q4 		$1.49M Buy
42,590
+2,504
+6% +$88K 0.05% 351
2013
Q3 		$1.44M Buy
40,086
+534
+1% +$17.8K 0.05% 348
2013
Q2 		$1.17M Buy
+39,552
New +$1.19M 0.04% 359

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BOK Financial's SU Position: Q3 2024 in Review

BOK Financial sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 301 shares — an estimated $11.5K sold.

BOK Financial first reported a position in SU in Q2 2013 and held it in 39 quarters. The position peaked at $4.34M in Q1 2023. 637 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • BOK Financial reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 301 Suncor Energy shares in Q3 2024, an estimated $11.5K.
  • BOK Financial first reported a position in Suncor Energy in Q2 2013 and held it in 39 quarters.
  • BOK Financial's Suncor Energy position peaked at $4.34M in Q1 2023.
  • 637 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.