Bollard Group’s Suncor Energy SU Stock Holding History

Bollard Group’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
2020 Q3	–	Sell	-1,830	Closed	-$31K	–	467
2020 Q2	$31K	Buy	+1,830	New	+$31.3K	﹤0.01%	385

Other funds holding SU

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bollard Group's SU Position: Q3 2020 in Review

Bollard Group sold out of Suncor Energy (SU) in Q3 2020, closing a stake of 1,830 shares — an estimated $31K sold.

Bollard Group first reported a position in SU in Q2 2020 and held it in 1 quarter. The position peaked at $31K in Q2 2020. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

Bollard Group reported no remaining Suncor Energy position as of Q3 2020 after selling out during the quarter.
Bollard Group sold 1,830 Suncor Energy shares in Q3 2020, an estimated $31K.
Bollard Group first reported a position in Suncor Energy in Q2 2020 and held it in 1 quarter.
Bollard Group's Suncor Energy position peaked at $31K in Q2 2020.
421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on Bollard Group's 13F filing for Q3 2020, filed 12 Nov 2020.