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DFPG Investments’s Suncor Energy SU Stock Holding History

DFPG Investments’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
Q3 		– Sell
-9,125
Closed -$266K – 632
2023
Q2 		$266K Buy
9,125
+346
+4% +$10.3K 0.02% 500
2023
Q1 		$273K Buy
8,779
+91
+1% +$2.96K 0.03% 449
2022
Q4 		$273K Buy
+8,688
New +$286K 0.04% 369

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

DFPG Investments's SU Position: Q3 2023 in Review

DFPG Investments sold out of Suncor Energy (SU) in Q3 2023, closing a stake of 9,125 shares — an estimated $266K sold.

DFPG Investments first reported a position in SU in Q4 2022 and held it in 3 quarters. The position peaked at $273K in Q1 2023. 568 funds tracked by Wall St. Rank hold SU as of Q3 2023.

  • DFPG Investments reported no remaining Suncor Energy position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 9,125 Suncor Energy shares in Q3 2023, an estimated $266K.
  • DFPG Investments first reported a position in Suncor Energy in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's Suncor Energy position peaked at $273K in Q1 2023.
  • 568 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.