Duality Advisers’s Suncor Energy SU Stock Holding History

Duality Advisers’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
2024 Q2	–	Sell	-31,515	Closed	-$1.16M	–	474
2024 Q1	$1.16M	Buy	31,515 +16,680	+112%	+$561K	0.11%	291
2023 Q4	$475K	Sell	14,835 -48,724	-77%	-$1.59M	0.05%	441
2023 Q3	$2.19M	Sell	63,559 -33,355	-34%	-$1.07M	0.26%	146
2023 Q2	$2.84M	Buy	96,914 +6,705	+7%	+$201K	0.36%	83
2023 Q1	$2.8M	Buy	+90,209	New	+$2.93M	0.32%	109
2022 Q3	–	Sell	-31,079	Closed	-$1.09M	–	727
2022 Q2	$1.09M	Buy	+31,079	New	+$1.13M	0.11%	340
2021 Q3	–	Sell	-57,225	Closed	-$1.37M	–	698
2021 Q2	$1.37M	Buy	+57,225	New	+$1.31M	0.12%	281
2020 Q1	–	Sell	-162,905	Closed	-$5.34M	–	294
2019 Q4	$5.34M	Buy	162,905 +13,245	+9%	+$413K	0.32%	116
2019 Q3	$4.73M	Buy	+149,660	New	+$4.5M	0.26%	123

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Duality Advisers's SU Position: Q2 2024 in Review

Duality Advisers sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 31,515 shares — an estimated $1.16M sold.

Duality Advisers first reported a position in SU in Q3 2019 and held it in 9 quarters. The position peaked at $5.34M in Q4 2019. 633 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Duality Advisers reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 31,515 Suncor Energy shares in Q2 2024, an estimated $1.16M.
Duality Advisers first reported a position in Suncor Energy in Q3 2019 and held it in 9 quarters.
Duality Advisers's Suncor Energy position peaked at $5.34M in Q4 2019.
633 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.