Column Capital Advisors’s Suncor Energy SU Stock Holding History

Column Capital 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
2023 Q3	$24.5K	Hold	714	–	–	﹤0.01%	410
2023 Q2	$20.9K	Hold	714	–	–	﹤0.01%	433
2023 Q1	$22.2K	Hold	714	–	–	﹤0.01%	429
2022 Q4	$22.7K	Hold	714	–	–	﹤0.01%	403
2022 Q3	$20K	Hold	714	–	–	﹤0.01%	385
2022 Q2	$25K	Hold	714	–	–	﹤0.01%	366
2022 Q1	$23K	Hold	714	–	–	﹤0.01%	391
2021 Q4	$18K	Sell	714 -185	-21%	-$4.51K	﹤0.01%	427
2021 Q3	$19K	Hold	899	–	–	﹤0.01%	391
2021 Q2	$22K	Hold	899	–	–	﹤0.01%	375
2021 Q1	$19K	Buy	899 +290	+48%	+$5.68K	﹤0.01%	383
2020 Q4	$10K	Hold	609	–	–	﹤0.01%	471
2020 Q3	$7K	Hold	609	–	–	﹤0.01%	498
2020 Q2	$10K	Hold	609	–	–	﹤0.01%	481
2020 Q1	$10K	Hold	609	–	–	﹤0.01%	397
2019 Q4	$19K	Buy	+609	New	+$19K	0.01%	369

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Column Capital Advisors's SU Position: Q3 2023 in Review

Column Capital Advisors held its Suncor Energy (SU) position steady in Q3 2023 at 714 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Column Capital Advisors first reported a position in SU in Q4 2019 and has held it in 16 quarters since. The position peaked at $25K in Q2 2022. 569 funds tracked by Wall St. Rank hold SU as of Q3 2023.

Column Capital Advisors held 714 shares of Suncor Energy worth $24.5K as of Q3 2023.
Column Capital Advisors left its Suncor Energy share count unchanged in Q3 2023.
Suncor Energy made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #410 holding.
Column Capital Advisors first reported a position in Suncor Energy in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Suncor Energy position peaked at $25K in Q2 2022.
569 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.