Eagle Ridge Investment Management’s Suncor Energy SU Stock Holding History

Eagle Ridge Investment 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
2020 Q1	–	Sell	-6,162	Closed	-$202K	–	149
2019 Q4	$202K	Buy	+6,162	New	+$192K	0.03%	155
2019 Q2	–	Sell	-7,628	Closed	-$247K	–	165
2019 Q1	$247K	Sell	7,628 -160	-2%	-$5.21K	0.04%	141
2018 Q4	$218K	Hold	7,788	–	–	0.04%	145
2018 Q3	$301K	Sell	7,788 -220	-3%	-$8.9K	0.04%	137
2018 Q2	$326K	Sell	8,008 -110	-1%	-$4.29K	0.05%	131
2018 Q1	$280K	Sell	8,118 -1,410	-15%	-$49.1K	0.04%	140
2017 Q4	$350K	Hold	9,528	–	–	0.05%	134
2017 Q3	$334K	Sell	9,528 -150	-2%	-$4.79K	0.06%	129
2017 Q2	$283K	Buy	+9,678	New	+$298K	0.05%	108

Other funds holding SU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Eagle Ridge Investment Management's SU Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 6,162 shares — an estimated $202K sold.

Eagle Ridge Investment Management first reported a position in SU in Q2 2017 and held it in 9 quarters. The position peaked at $350K in Q4 2017. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Eagle Ridge Investment Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 6,162 Suncor Energy shares in Q1 2020, an estimated $202K.
Eagle Ridge Investment Management first reported a position in Suncor Energy in Q2 2017 and held it in 9 quarters.
Eagle Ridge Investment Management's Suncor Energy position peaked at $350K in Q4 2017.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.