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Eudaimonia Partners’s Suncor Energy SU Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-334
Closed -$7K – 1244
2021
Q1 		$7K Buy
+334
New +$6.55K ﹤0.01% 1258
2020
Q3 		– Sell
-1,697
Closed -$29K – 838
2020
Q2 		$29K Sell
1,697
-1,180
-41% -$20.2K 0.01% 634
2020
Q1 		$46K Buy
2,877
+1,856
+182% +$48.7K 0.02% 482
2019
Q4 		$33K Buy
+1,021
New +$31.9K 0.01% 588

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Eudaimonia Partners's SU Position: Q2 2021 in Review

Eudaimonia Partners sold out of Suncor Energy (SU) in Q2 2021, closing a stake of 334 shares — an estimated $7K sold.

Eudaimonia Partners first reported a position in SU in Q4 2019 and held it in 4 quarters. The position peaked at $46K in Q1 2020. 473 funds tracked by Wall St. Rank hold SU as of Q2 2021.

  • Eudaimonia Partners reported no remaining Suncor Energy position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 334 Suncor Energy shares in Q2 2021, an estimated $7K.
  • Eudaimonia Partners first reported a position in Suncor Energy in Q4 2019 and held it in 4 quarters.
  • Eudaimonia Partners's Suncor Energy position peaked at $46K in Q1 2020.
  • 473 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.