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Crescent Grove Advisors’s Suncor Energy SU Stock Holding History

Crescent Grove 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
2022
Q4 		– Sell
-10,700
Closed -$301K – 286
2022
Q3 		$301K Sell
10,700
-1,415
-12% -$44.7K 0.03% 208
2022
Q2 		$425K Sell
12,115
-1,650
-12% -$60.1K 0.04% 172
2022
Q1 		$449K Buy
13,765
+3,565
+35% +$106K 0.04% 179
2021
Q4 		$255K Buy
+10,200
New +$248K 0.02% 253

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Crescent Grove Advisors's SU Position: Q4 2022 in Review

Crescent Grove Advisors sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 10,700 shares — an estimated $301K sold.

Crescent Grove Advisors first reported a position in SU in Q4 2021 and held it in 4 quarters. The position peaked at $449K in Q1 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

  • Crescent Grove Advisors reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
  • Crescent Grove Advisors sold 10,700 Suncor Energy shares in Q4 2022, an estimated $301K.
  • Crescent Grove Advisors first reported a position in Suncor Energy in Q4 2021 and held it in 4 quarters.
  • Crescent Grove Advisors's Suncor Energy position peaked at $449K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Crescent Grove Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.