EI
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Ellevest Inc’s Suncor Energy SU Stock Holding History

Ellevest Inc’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
-680
Closed -$22K – 1287
2019
Q4 		$22K Hold
680
– – 0.01% 399
2019
Q3 		$21K Sell
680
-500
-42% -$15K 0.01% 175
2019
Q2 		$37K Buy
+1,180
New +$37.8K 0.01% 145

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Vanguard Group
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
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

Ellevest Inc's SU Position: Q1 2020 in Review

Ellevest Inc sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 680 shares — an estimated $22K sold.

Ellevest Inc first reported a position in SU in Q2 2019 and held it in 3 quarters. The position peaked at $37K in Q2 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Ellevest Inc reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Ellevest Inc sold 680 Suncor Energy shares in Q1 2020, an estimated $22K.
  • Ellevest Inc first reported a position in Suncor Energy in Q2 2019 and held it in 3 quarters.
  • Ellevest Inc's Suncor Energy position peaked at $37K in Q2 2019.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.