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Contravisory Investment Management’s Suncor Energy SU Stock Holding History

Contravisory Investment Management’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
Q2 		– Sell
-2,807
Closed -$87.2K – 371
2023
Q1 		$87.2K Buy
2,807
+281
+11% +$9.14K 0.02% 223
2022
Q4 		$80.2K Sell
2,526
-31
-1% -$1.02K 0.02% 227
2022
Q3 		$72K Buy
+2,557
New +$80.8K 0.02% 226

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Contravisory Investment Management's SU Position: Q2 2023 in Review

Contravisory Investment Management sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 2,807 shares — an estimated $87.2K sold.

Contravisory Investment Management first reported a position in SU in Q3 2022 and held it in 3 quarters. The position peaked at $87.2K in Q1 2023. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • Contravisory Investment Management reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 2,807 Suncor Energy shares in Q2 2023, an estimated $87.2K.
  • Contravisory Investment Management first reported a position in Suncor Energy in Q3 2022 and held it in 3 quarters.
  • Contravisory Investment Management's Suncor Energy position peaked at $87.2K in Q1 2023.
  • 563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.