Elmwood Wealth Management’s Suncor Energy SU Stock Holding History

Elmwood Wealth 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 Q2	–	Sell	-38	Closed	-$1.31K	–	335
2020 Q1	$1.31K	Buy	+38	New	+$996	﹤0.01%	274
2018 Q4	–	Sell	-38	Closed	-$1.47K	–	309
2018 Q3	$1.47K	Hold	38	–	–	﹤0.01%	266
2018 Q2	$1.54K	Hold	38	–	–	﹤0.01%	264
2018 Q1	$1.31K	Buy	+38	New	+$1.32K	﹤0.01%	274

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PIF

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

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

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

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

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

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

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

Elmwood Wealth Management's SU Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 38 shares — an estimated $1.31K sold.

Elmwood Wealth Management first reported a position in SU in Q1 2018 and held it in 4 quarters. The position peaked at $1.54K in Q2 2018. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

Elmwood Wealth Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 38 Suncor Energy shares in Q2 2020, an estimated $1.31K.
Elmwood Wealth Management first reported a position in Suncor Energy in Q1 2018 and held it in 4 quarters.
Elmwood Wealth Management's Suncor Energy position peaked at $1.54K in Q2 2018.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.