Desjardins Global Asset Management’s Suncor Energy SU Stock Holding History

Desjardins Global Asset 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 Q4	$158K	Sell	4,905 -7,746	-61%	-$253K	0.02%	389
2023 Q3	$437K	Buy	12,651 +1,909	+18%	+$61.2K	0.05%	275
2023 Q2	$315K	Sell	10,742 -4,923	-31%	-$147K	0.04%	374
2023 Q1	$486K	Sell	15,665 -7,190	-31%	-$234K	0.06%	254
2022 Q4	$724K	Sell	22,855 -23,668	-51%	-$778K	0.11%	180
2022 Q3	$1.32M	Buy	46,523 +2,270	+5%	+$71.7K	0.17%	124
2022 Q2	$1.55M	Sell	44,253 -32,180	-42%	-$1.17M	0.2%	112
2022 Q1	$2.49M	Sell	76,433 -13,006	-15%	-$386K	0.22%	108
2021 Q4	$2.24M	Buy	+89,439	New	+$2.18M	0.19%	131

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Desjardins Global Asset Management's SU Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Suncor Energy (SU) stake by 61% in Q4 2023, selling an estimated $253K and leaving 4,905 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #389.

Desjardins Global Asset Management first reported a position in SU in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.49M in Q1 2022. 591 funds tracked by Wall St. Rank hold SU as of Q4 2023.

Desjardins Global Asset Management held 4,905 shares of Suncor Energy worth $158K as of Q4 2023.
Desjardins Global Asset Management sold 7,746 Suncor Energy shares in Q4 2023, an estimated $253K.
Suncor Energy made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #389 holding.
Desjardins Global Asset Management first reported a position in Suncor Energy in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Suncor Energy position peaked at $2.49M in Q1 2022.
591 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.