Capital Group Private Client Services’s Suncor Energy SU Stock Holding History

Capital Group Private Client Services’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	-365,169	Closed	-$11.6M	–	250
2022 Q4	$11.6M	Sell	365,169 -22,954	-6%	-$754K	0.15%	127
2022 Q3	$10.9M	Sell	388,123 -3,527	-0.9%	-$111K	0.15%	125
2022 Q2	$13.7M	Sell	391,650 -1,303	-0.3%	-$47.4K	0.18%	118
2022 Q1	$12.8M	Buy	+392,953	New	+$11.7M	0.14%	126

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Capital Group Private Client Services's SU Position: Q1 2023 in Review

Capital Group Private Client Services sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 365,169 shares — an estimated $11.6M sold.

Capital Group Private Client Services first reported a position in SU in Q1 2022 and held it in 4 quarters. The position peaked at $13.7M in Q2 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Capital Group Private Client Services reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
Capital Group Private Client Services sold 365,169 Suncor Energy shares in Q1 2023, an estimated $11.6M.
Capital Group Private Client Services first reported a position in Suncor Energy in Q1 2022 and held it in 4 quarters.
Capital Group Private Client Services's Suncor Energy position peaked at $13.7M in Q2 2022.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Capital Group Private Client Services's 13F filing for Q1 2023, filed 15 May 2023.