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Bourgeon Capital Management’s Suncor Energy SU Stock Holding History

Bourgeon Capital Management’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
2023
Q1 		– Sell
-117
Closed -$3.71K – 371
2022
Q4 		$3.71K Hold
117
– – ﹤0.01% 287
2022
Q3 		$3K Buy
+117
New +$3.7K ﹤0.01% 295

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bourgeon Capital Management's SU Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 117 shares — an estimated $3.71K sold.

Bourgeon Capital Management first reported a position in SU in Q3 2022 and held it in 2 quarters. The position peaked at $3.71K in Q4 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 117 Suncor Energy shares in Q1 2023, an estimated $3.71K.
  • Bourgeon Capital Management first reported a position in Suncor Energy in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Suncor Energy position peaked at $3.71K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.