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Dowling & Yahnke’s Suncor Energy SU Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-7,965
Closed -$261K – 369
2019
Q4 		$261K Sell
7,965
-260
-3% -$8.12K 0.02% 275
2019
Q3 		$260K Sell
8,225
-125
-1% -$3.76K 0.02% 274
2019
Q2 		$260K Sell
8,350
-620
-7% -$19.8K 0.02% 268
2019
Q1 		$291K Sell
8,970
-609
-6% -$19.8K 0.03% 235
2018
Q4 		$309K Hold
9,579
– – 0.03% 212
2018
Q3 		$371K Sell
9,579
-400
-4% -$16.2K 0.03% 242
2018
Q2 		$406K Sell
9,979
-80
-0.8% -$3.12K 0.04% 233
2018
Q1 		$347K Hold
10,059
– – 0.03% 243
2017
Q4 		$369K Buy
10,059
+334
+3% +$11.6K 0.03% 250
2017
Q3 		$341K Sell
9,725
-274
-3% -$8.75K 0.03% 241
2017
Q2 		$292K Sell
9,999
-327
-3% -$10.1K 0.03% 245
2017
Q1 		$318K Buy
10,326
+31
+0.3% +$976 0.03% 239
2016
Q4 		$337K Hold
10,295
– – 0.04% 229
2016
Q3 		$286K Hold
10,295
– – 0.03% 237
2016
Q2 		$285K Sell
10,295
-268
-3% -$7.35K 0.03% 239
2016
Q1 		$294K Sell
10,563
-800
-7% -$19.4K 0.04% 224
2015
Q4 		$293K Sell
11,363
-820
-7% -$22.6K 0.04% 225
2015
Q3 		$326K Sell
12,183
-1,080
-8% -$29K 0.04% 214
2015
Q2 		$365K Sell
13,263
-280
-2% -$8.46K 0.05% 217
2015
Q1 		$396K Sell
13,543
-860
-6% -$25.6K 0.05% 209
2014
Q4 		$458K Sell
14,403
-1,671
-10% -$55.3K 0.06% 200
2014
Q3 		$581K Sell
16,074
-745
-4% -$29.9K 0.08% 178
2014
Q2 		$717K Sell
16,819
-320
-2% -$12.5K 0.09% 170
2014
Q1 		$599K Sell
17,139
-2,486
-13% -$82.8K 0.08% 177
2013
Q4 		$688K Sell
19,625
-438
-2% -$15.4K 0.1% 165
2013
Q3 		$718K Sell
20,063
-4,874
-20% -$162K 0.11% 159
2013
Q2 		$735K Buy
+24,937
New +$751K 0.12% 154

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Dowling & Yahnke's SU Position: Q1 2020 in Review

Dowling & Yahnke sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 7,965 shares — an estimated $261K sold.

Dowling & Yahnke first reported a position in SU in Q2 2013 and held it in 27 quarters. The position peaked at $735K in Q2 2013. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Dowling & Yahnke reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 7,965 Suncor Energy shares in Q1 2020, an estimated $261K.
  • Dowling & Yahnke first reported a position in Suncor Energy in Q2 2013 and held it in 27 quarters.
  • Dowling & Yahnke's Suncor Energy position peaked at $735K in Q2 2013.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.