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Clearstead Trust’s Suncor Energy SU Stock Holding History

Clearstead Trust’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
-41
Closed -$1K – 395
2022
Q4 		$1K Hold
41
– – ﹤0.01% 373
2022
Q3 		$1K Buy
+41
New +$1.29K ﹤0.01% 365

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Clearstead Trust's SU Position: Q1 2023 in Review

Clearstead Trust sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 41 shares — an estimated $1K sold.

Clearstead Trust first reported a position in SU in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

  • Clearstead Trust reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
  • Clearstead Trust sold 41 Suncor Energy shares in Q1 2023, an estimated $1K.
  • Clearstead Trust first reported a position in Suncor Energy in Q3 2022 and held it in 2 quarters.
  • Clearstead Trust's Suncor Energy position peaked at $1K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Clearstead Trust's 13F filing for Q1 2023, filed 10 May 2023.