Credit Suisse’s Suncor Energy SU Stock Holding History

Credit Suisse’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 Q1	–	Sell	-16,100	Closed	-$403K	–	4272
2021 Q4	$403K	Sell	16,100 -110,100	-87%	-$2.68M	﹤0.01%	3969
2021 Q3	$2.62M	Buy	126,200 +110,100	+684%	+$2.2M	﹤0.01%	2609
2021 Q2	$380K	Hold	16,100	–	–	﹤0.01%	4002
2021 Q1	$336K	Sell	16,100 -36,000	-69%	-$706K	﹤0.01%	3962
2020 Q4	$874K	Buy	+52,100	New	+$765K	﹤0.01%	3422
2020 Q1	–	Sell	-56,500	Closed	-$1.85M	–	4226
2019 Q4	$1.85M	Hold	56,500	–	–	﹤0.01%	2658
2019 Q3	$1.78M	Buy	56,500 +11,900	+27%	+$358K	﹤0.01%	2558
2019 Q2	$1.39M	Buy	44,600 +21,100	+90%	+$675K	﹤0.01%	2698
2019 Q1	$762K	Buy	+23,500	New	+$765K	﹤0.01%	3096
2018 Q3	–	Sell	-28,600	Closed	-$1.16M	–	3973
2018 Q2	$1.16M	Sell	28,600 -146,400	-84%	-$5.7M	﹤0.01%	2896
2018 Q1	$6.04M	Sell	175,000 -125,000	-42%	-$4.35M	0.01%	1579
2017 Q4	$11M	Buy	300,000 +150,000	+100%	+$5.21M	0.01%	1224
2017 Q3	$5.25M	Buy	150,000 +125,000	+500%	+$3.99M	0.01%	1732
2017 Q2	$730K	Buy	+25,000	New	+$769K	﹤0.01%	2892

Other funds holding SU

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Credit Suisse's SU Position: Q1 2024 in Review

Credit Suisse reduced its Suncor Energy (SU) stake by 3% in Q1 2024, selling an estimated $961K and leaving 934,311 shares worth $34.5M. The position accounts for 0.03% of the portfolio, ranked #475.

Credit Suisse first reported a position in SU in Q4 2013 and has held it in 42 quarters since. The position peaked at $300M in Q1 2021. 596 funds tracked by Wall St. Rank hold SU as of Q1 2024.

Credit Suisse held 934,311 shares of Suncor Energy worth $34.5M as of Q1 2024.
Credit Suisse sold 28,558 Suncor Energy shares in Q1 2024, an estimated $961K.
Suncor Energy made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #475 holding.
Credit Suisse first reported a position in Suncor Energy in Q4 2013 and has held it in 42 quarters since.
Credit Suisse's Suncor Energy position peaked at $300M in Q1 2021.
596 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.