Bridges Investment Management’s Suncor Energy SU Stock Holding History

Bridges Investment 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
2020 Q1	–	Sell	-8,920	Closed	-$292K	–	264
2019 Q4	$292K	Buy	8,920 +840	+10%	+$26.2K	0.01%	242
2019 Q3	$255K	Sell	8,080 -1,325	-14%	-$39.9K	0.01%	396
2019 Q2	$294K	Sell	9,405 -5,420	-37%	-$173K	0.01%	376
2019 Q1	$481K	Sell	14,825 -21,163	-59%	-$689K	0.02%	267
2018 Q4	$1.01M	Buy	35,988 +1,425	+4%	+$47.4K	0.05%	176
2018 Q3	$1.34M	Buy	34,563 +640	+2%	+$25.9K	0.07%	149
2018 Q2	$1.38M	Hold	33,923	–	–	0.06%	153
2018 Q1	$1.17M	Buy	33,923 +10,479	+45%	+$365K	0.05%	158
2017 Q4	$861K	Hold	23,444	–	–	0.07%	117
2017 Q3	$821K	Buy	23,444 +7,887	+51%	+$252K	0.08%	101
2017 Q2	$454K	Sell	15,557 -175	-1%	-$5.38K	0.06%	101
2017 Q1	$484K	Buy	15,732 +2,933	+23%	+$92.4K	0.07%	98
2016 Q4	$418K	Buy	12,799 +4,774	+59%	+$146K	0.06%	109
2016 Q3	$223K	Buy	8,025 +450	+6%	+$12.3K	0.04%	125
2016 Q2	$210K	Buy	+7,575	New	+$208K	0.04%	130

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

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PIF

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

Bridges Investment Management's SU Position: Q1 2020 in Review

Bridges Investment Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 8,920 shares — an estimated $292K sold.

Bridges Investment Management first reported a position in SU in Q2 2016 and held it in 15 quarters. The position peaked at $1.38M in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Bridges Investment Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Bridges Investment Management sold 8,920 Suncor Energy shares in Q1 2020, an estimated $292K.
Bridges Investment Management first reported a position in Suncor Energy in Q2 2016 and held it in 15 quarters.
Bridges Investment Management's Suncor Energy position peaked at $1.38M in Q2 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Bridges Investment Management's 13F filing for Q1 2020, filed 12 May 2020.