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FDx Advisors’s Suncor Energy SU Stock Holding History

FDx Advisors’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
2024
Q1 		– Sell
-10,923
Closed -$350K – 607
2023
Q4 		$350K Sell
10,923
-487
-4% -$15.9K 0.03% 485
2023
Q3 		$392K Sell
11,410
-3,533
-24% -$113K 0.03% 411
2023
Q2 		$438K Sell
14,943
-1,946
-12% -$58.2K 0.02% 485
2023
Q1 		$536K Hold
16,889
– – 0.02% 407
2022
Q4 		$536K Sell
16,889
-1,760
-9% -$57.8K 0.02% 407
2022
Q3 		$525K Sell
18,649
-5,713
-23% -$180K 0.02% 399
2022
Q2 		$854K Buy
24,362
+2,010
+9% +$73.2K 0.03% 348
2022
Q1 		$728K Buy
+22,352
New +$663K 0.02% 403
2019
Q4 		– Sell
-10,881
Closed -$344K – 651
2019
Q3 		$344K Sell
10,881
-282
-3% -$8.48K 0.02% 439
2019
Q2 		$348K Buy
11,163
+3,518
+46% +$113K 0.01% 581
2019
Q1 		$248K Sell
7,645
-7,372
-49% -$240K 0.01% 666
2018
Q4 		$420K Sell
15,017
-6,327
-30% -$210K 0.03% 338
2018
Q3 		$826K Sell
21,344
-1,044
-5% -$42.3K 0.03% 383
2018
Q2 		$911K Sell
22,388
-6,735
-23% -$262K 0.03% 390
2018
Q1 		$1.01M Sell
29,123
-1,022
-3% -$35.6K 0.03% 515
2017
Q4 		$1.11M Sell
30,145
-2,127
-7% -$73.9K 0.03% 519
2017
Q3 		$1.13M Buy
32,272
+16,095
+99% +$514K 0.03% 484
2017
Q2 		$472K Sell
16,177
-1,218
-7% -$37.4K 0.01% 795
2017
Q1 		$535K Buy
17,395
+1,447
+9% +$45.6K 0.02% 759
2016
Q4 		$521K Buy
15,948
+4,949
+45% +$152K 0.02% 749
2016
Q3 		$306K Buy
10,999
+402
+4% +$11K 0.01% 777
2016
Q2 		$294K Sell
10,597
-313
-3% -$8.58K 0.01% 756
2016
Q1 		$303K Buy
+10,910
New +$264K 0.01% 729

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

FDx Advisors's SU Position: Q1 2024 in Review

FDx Advisors sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 10,923 shares — an estimated $350K sold.

FDx Advisors first reported a position in SU in Q1 2016 and held it in 23 quarters. The position peaked at $1.13M in Q3 2017. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • FDx Advisors reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 10,923 Suncor Energy shares in Q1 2024, an estimated $350K.
  • FDx Advisors first reported a position in Suncor Energy in Q1 2016 and held it in 23 quarters.
  • FDx Advisors's Suncor Energy position peaked at $1.13M in Q3 2017.
  • 598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.