Cordasco Financial Network’s Suncor Energy SU Stock Holding History

Cordasco Financial Network’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
2022 Q2	$16K	Hold	445	–	–	0.01%	307
2022 Q1	$15K	Hold	445	–	–	0.01%	323
2021 Q4	$11K	Hold	445	–	–	0.01%	372
2021 Q3	$9K	Hold	445	–	–	0.01%	396
2021 Q2	$11K	Hold	445	–	–	0.01%	376
2021 Q1	$9K	Hold	445	–	–	0.01%	390
2020 Q4	$7K	Sell	445 -1,200	-73%	-$17.6K	0.01%	373
2020 Q3	$20K	Hold	1,645	–	–	0.02%	246
2020 Q2	$28K	Hold	1,645	–	–	0.03%	198
2020 Q1	$26K	Hold	1,645	–	–	0.03%	186
2019 Q4	$54K	Hold	1,645	–	–	0.05%	131
2019 Q3	$52K	Hold	1,645	–	–	0.05%	127
2019 Q2	$51K	Hold	1,645	–	–	0.05%	128
2019 Q1	$53K	Hold	1,645	–	–	0.05%	124
2018 Q4	$46K	Hold	1,645	–	–	0.05%	123
2018 Q3	$64K	Hold	1,645	–	–	0.06%	116
2018 Q2	$67K	Hold	1,645	–	–	0.07%	112
2018 Q1	$57K	Hold	1,645	–	–	0.06%	111
2017 Q4	$60K	Hold	1,645	–	–	0.06%	107
2017 Q3	$58K	Hold	1,645	–	–	0.06%	106
2017 Q2	$48K	Hold	1,645	–	–	0.05%	110
2017 Q1	$51K	Hold	1,645	–	–	0.06%	108
2016 Q4	$54K	Hold	1,645	–	–	0.06%	107
2016 Q3	$46K	Hold	1,645	–	–	0.05%	130
2016 Q2	$46K	Hold	1,645	–	–	0.05%	130
2016 Q1	$46K	Sell	1,645 -5,820	-78%	-$141K	0.05%	132
2015 Q4	$193K	Sell	7,465 -8,525	-53%	-$235K	0.17%	72
2015 Q3	$427K	Sell	15,990 -2,795	-15%	-$75K	0.35%	50
2015 Q2	$517K	Buy	18,785 +17,645	+1,548%	+$533K	0.41%	48
2015 Q1	$33K	Buy	+1,140	New	+$33.9K	0.02%	175

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cordasco Financial Network's SU Position: Q2 2022 in Review

Cordasco Financial Network held its Suncor Energy (SU) position steady in Q2 2022 at 445 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #307.

Cordasco Financial Network first reported a position in SU in Q1 2015 and has held it in 30 quarters since. The position peaked at $517K in Q2 2015. 579 funds tracked by Wall St. Rank hold SU as of Q2 2022.

Cordasco Financial Network held 445 shares of Suncor Energy worth $16K as of Q2 2022.
Cordasco Financial Network left its Suncor Energy share count unchanged in Q2 2022.
Suncor Energy made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #307 holding.
Cordasco Financial Network first reported a position in Suncor Energy in Q1 2015 and has held it in 30 quarters since.
Cordasco Financial Network's Suncor Energy position peaked at $517K in Q2 2015.
579 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.