Cadinha & Co’s Suncor Energy SU Stock Holding History

Cadinha & Co’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
2021 Q4	–	Sell	-14,250	Closed	-$296K	–	127
2021 Q3	$296K	Sell	14,250 -647,120	-98%	-$12.9M	0.04%	99
2021 Q2	$15.9M	Buy	+661,370	New	+$15.2M	2.13%	26

Other funds holding SU

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cadinha & Co's SU Position: Q4 2021 in Review

Cadinha & Co sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 14,250 shares — an estimated $296K sold.

Cadinha & Co first reported a position in SU in Q2 2021 and held it in 2 quarters. The position peaked at $15.9M in Q2 2021. 494 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Cadinha & Co reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
Cadinha & Co sold 14,250 Suncor Energy shares in Q4 2021, an estimated $296K.
Cadinha & Co first reported a position in Suncor Energy in Q2 2021 and held it in 2 quarters.
Cadinha & Co's Suncor Energy position peaked at $15.9M in Q2 2021.
494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Cadinha & Co's 13F filing for Q4 2021, filed 3 Feb 2022.