EWM
SU icon

Evercore Wealth Management’s Suncor Energy SU Stock Holding History

Evercore 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
Q1 		– Sell
-6,310
Closed -$207K – 408
2019
Q4 		$207K Buy
+6,310
New +$197K 0.01% 388
2019
Q2 		– Sell
-6,257
Closed -$203K – 422
2019
Q1 		$203K Buy
+6,257
New +$204K 0.01% 399
2018
Q4 		– Sell
-6,342
Closed -$245K – 410
2018
Q3 		$245K Buy
6,342
+142
+2% +$5.75K 0.01% 371
2018
Q2 		$252K Buy
+6,200
New +$242K 0.01% 354
2018
Q1 		– Sell
-4,000
Closed -$147K – 735
2017
Q4 		$147K Sell
4,000
-2,200
-35% -$76.4K 0.01% 405
2017
Q3 		$217K Sell
6,200
-475
-7% -$15.2K 0.01% 352
2017
Q2 		$195K Buy
6,675
+475
+8% +$14.6K 0.01% 375
2017
Q1 		$191K Hold
6,200
– – 0.01% 373
2016
Q4 		$203K Hold
6,200
– – 0.01% 363
2016
Q3 		$172K Sell
6,200
-2,035
-25% -$55.6K 0.01% 400
2016
Q2 		$228K Buy
8,235
+735
+10% +$20.2K 0.01% 338
2016
Q1 		$209K Sell
7,500
-7,063
-48% -$171K 0.01% 348
2015
Q4 		$376K Buy
14,563
+13
+0.1% +$359 0.02% 286
2015
Q3 		$389K Sell
14,550
-5,250
-27% -$141K 0.02% 288
2015
Q2 		$545K Hold
19,800
– – 0.02% 262
2015
Q1 		$579K Hold
19,800
– – 0.03% 252
2014
Q4 		$629K Hold
19,800
– – 0.03% 215
2014
Q3 		$717K Buy
19,800
+1,813
+10% +$72.8K 0.04% 218
2014
Q2 		$766K Sell
17,987
-2,075
-10% -$80.8K 0.04% 219
2014
Q1 		$701K Sell
20,062
-700
-3% -$23.3K 0.04% 217
2013
Q4 		$729K Sell
20,762
-3,898
-16% -$137K 0.04% 221
2013
Q3 		$882K Sell
24,660
-6,440
-21% -$214K 0.05% 222
2013
Q2 		$918K Buy
+31,100
New +$937K 0.05% 220

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Evercore Wealth Management's SU Position: Q1 2020 in Review

Evercore Wealth Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 6,310 shares — an estimated $207K sold.

Evercore Wealth Management first reported a position in SU in Q2 2013 and held it in 23 quarters. The position peaked at $918K in Q2 2013. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Evercore Wealth Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 6,310 Suncor Energy shares in Q1 2020, an estimated $207K.
  • Evercore Wealth Management first reported a position in Suncor Energy in Q2 2013 and held it in 23 quarters.
  • Evercore Wealth Management's Suncor Energy position peaked at $918K in Q2 2013.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.