Cahill Financial Advisors’s Suncor Energy SU Stock Holding History

Cahill Financial Advisors’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	-2,342	Closed	-$49K	–	703
2021 Q3	$49K	Buy	+2,342	New	+$46.8K	0.01%	340

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

Cahill Financial Advisors's SU Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 2,342 shares — an estimated $49K sold.

Cahill Financial Advisors first reported a position in SU in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 494 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Cahill Financial Advisors reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 2,342 Suncor Energy shares in Q4 2021, an estimated $49K.
Cahill Financial Advisors first reported a position in Suncor Energy in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Suncor Energy position peaked at $49K in Q3 2021.
494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.