Edmond de Rothschild Holding’s Suncor Energy SU Stock Holding History

Edmond de Rothschild Holding’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
2021 Q4	–	Sell	-1,390	Closed	-$29K	–	897
2021 Q3	$29K	Buy	+1,390	New	+$27.8K	﹤0.01%	724
2018 Q2	–	Sell	-10,000	Closed	-$345K	–	789
2018 Q1	$345K	Hold	10,000	–	–	0.01%	388
2017 Q4	$367K	Sell	10,000 -21,603	-68%	-$750K	0.01%	403
2017 Q3	$1.11M	Sell	31,603 -39,000	-55%	-$1.24M	0.03%	262
2017 Q2	$2.06M	Hold	70,603	–	–	0.06%	209
2017 Q1	$2.16M	Buy	70,603 +28,948	+69%	+$912K	0.06%	207
2016 Q4	$1.36M	Sell	41,655 -8,311	-17%	-$255K	0.04%	241
2016 Q3	$1.38M	Buy	49,966 +3,966	+9%	+$108K	0.04%	232
2016 Q2	$1.27M	Sell	46,000 -26,100	-36%	-$716K	0.04%	241
2016 Q1	$2.02M	Buy	72,100 +2,000	+3%	+$48.4K	0.06%	197
2015 Q4	$1.8M	Hold	70,100	–	–	0.05%	216
2015 Q3	$1.86M	Sell	70,100 -800	-1%	-$21.5K	0.05%	218
2015 Q2	$1.97M	Buy	+70,900	New	+$2.14M	0.04%	215

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Edmond de Rothschild Holding's SU Position: Q4 2021 in Review

Edmond de Rothschild Holding sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 1,390 shares — an estimated $29K sold.

Edmond de Rothschild Holding first reported a position in SU in Q2 2015 and held it in 13 quarters. The position peaked at $2.16M in Q1 2017. 495 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Edmond de Rothschild Holding reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
Edmond de Rothschild Holding sold 1,390 Suncor Energy shares in Q4 2021, an estimated $29K.
Edmond de Rothschild Holding first reported a position in Suncor Energy in Q2 2015 and held it in 13 quarters.
Edmond de Rothschild Holding's Suncor Energy position peaked at $2.16M in Q1 2017.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2021, filed 10 Feb 2022.