Corient Capital Partners’s Suncor Energy SU Stock Holding History

Corient Capital Partners’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 Q3	$345K	Hold	9,834	–	–	0.03%	423
2022 Q2	$345K	Sell	9,834 -567	-5%	-$20.6K	0.03%	435
2022 Q1	$339K	Buy	10,401 +387	+4%	+$11.5K	0.02%	499
2021 Q4	$251K	Buy	+10,014	New	+$244K	0.02%	589
2021 Q3	–	Sell	-9,419	Closed	-$226K	–	721
2021 Q2	$226K	Buy	+9,419	New	+$216K	0.02%	589
2020 Q1	–	Sell	-7,861	Closed	-$258K	–	475
2019 Q4	$258K	Buy	7,861 +1,268	+19%	+$39.6K	0.03%	391
2019 Q3	$208K	Buy	+6,593	New	+$198K	0.03%	405

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Corient Capital Partners's SU Position: Q3 2022 in Review

Corient Capital Partners held its Suncor Energy (SU) position steady in Q3 2022 at 9,834 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #423.

Corient Capital Partners first reported a position in SU in Q3 2019 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

Corient Capital Partners held 9,834 shares of Suncor Energy worth $345K as of Q3 2022.
Corient Capital Partners left its Suncor Energy share count unchanged in Q3 2022.
Suncor Energy made up 0.03% of Corient Capital Partners's portfolio in Q3 2022, its #423 holding.
Corient Capital Partners first reported a position in Suncor Energy in Q3 2019 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.