Energy Opportunities Capital Management’s Suncor Energy SU Stock Holding History

Energy Opportunities Capital 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
2022 Q4	$389K	Sell	12,245 -875	-7%	-$28.8K	1.13%	32
2022 Q3	$369K	Sell	13,120 -6,040	-32%	-$191K	1.19%	31
2022 Q2	$672K	Sell	19,160 -1,315	-6%	-$47.9K	1.92%	22
2022 Q1	$667K	Buy	20,475 +3,665	+22%	+$109K	1.59%	24
2021 Q4	$421K	Buy	+16,810	New	+$409K	1.25%	33

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Energy Opportunities Capital Management's SU Position: Q4 2022 in Review

Energy Opportunities Capital Management reduced its Suncor Energy (SU) stake by 6.7% in Q4 2022, selling an estimated $28.8K and leaving 12,245 shares worth $389K. The position accounts for 1.13% of the portfolio, ranked #32.

Energy Opportunities Capital Management first reported a position in SU in Q4 2021 and has held it in 5 quarters since. The position peaked at $672K in Q2 2022. 591 funds tracked by Wall St. Rank hold SU as of Q4 2022.

Energy Opportunities Capital Management held 12,245 shares of Suncor Energy worth $389K as of Q4 2022.
Energy Opportunities Capital Management sold 875 Suncor Energy shares in Q4 2022, an estimated $28.8K.
Suncor Energy made up 1.13% of Energy Opportunities Capital Management's portfolio in Q4 2022, its #32 holding.
Energy Opportunities Capital Management first reported a position in Suncor Energy in Q4 2021 and has held it in 5 quarters since.
Energy Opportunities Capital Management's Suncor Energy position peaked at $672K in Q2 2022.
591 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Energy Opportunities Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.