Federated Hermes
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Federated Hermes’s Suncor Energy SU Stock Holding History

Federated Hermes’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
2019
Q3 		– Sell
-790
Closed -$25K – 2292
2019
Q2 		$25K Sell
790
-165,720
-100% -$5.3M ﹤0.01% 1773
2019
Q1 		$5.4M Sell
166,510
-9,699
-6% -$316K 0.01% 764
2018
Q4 		$4.93M Sell
176,209
-8,869
-5% -$295K 0.01% 736
2018
Q3 		$7.16M Sell
185,078
-8,618
-4% -$349K 0.02% 697
2018
Q2 		$7.88M Sell
193,696
-3,804
-2% -$148K 0.02% 544
2018
Q1 		$6.82M Sell
197,500
-21,560
-10% -$751K 0.02% 536
2017
Q4 		$8.04M Sell
219,060
-548,335
-71% -$19M 0.02% 483
2017
Q3 		$26.9M Sell
767,395
-456,791
-37% -$14.6M 0.08% 214
2017
Q2 		$35.7M Sell
1,224,186
-33,148
-3% -$1.02M 0.1% 165
2017
Q1 		$38.7M Sell
1,257,334
-19,593
-2% -$617K 0.11% 162
2016
Q4 		$41.7M Sell
1,276,927
-283,303
-18% -$8.68M 0.13% 143
2016
Q3 		$43.3M Sell
1,560,230
-58,347
-4% -$1.59M 0.12% 132
2016
Q2 		$44.9M Buy
1,618,577
+235,034
+17% +$6.44M 0.13% 130
2016
Q1 		$38.5M Buy
1,383,543
+247,615
+22% +$5.99M 0.12% 151
2015
Q4 		$29.3M Buy
+1,135,928
New +$31.4M 0.09% 209
2015
Q2 		– Sell
-277,835
Closed -$8.13M – 2063
2015
Q1 		$8.13M Sell
277,835
-801,703
-74% -$23.8M 0.02% 501
2014
Q4 		$34.3M Buy
1,079,538
+90
+0% +$2.98K 0.11% 187
2014
Q3 		$39M Buy
1,079,448
+29,650
+3% +$1.19M 0.13% 162
2014
Q2 		$44.8M Buy
1,049,798
+90,900
+9% +$3.54M 0.14% 134
2014
Q1 		$33.5M Buy
958,898
+274,310
+40% +$9.14M 0.11% 179
2013
Q4 		$24M Buy
684,588
+295,478
+76% +$10.4M 0.08% 226
2013
Q3 		$13.9M Buy
+389,110
New +$12.9M 0.05% 300

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes's SU Position: Q3 2019 in Review

Federated Hermes sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 790 shares — an estimated $25K sold.

Federated Hermes first reported a position in SU in Q3 2013 and held it in 22 quarters. The position peaked at $44.9M in Q2 2016. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Federated Hermes reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
  • Federated Hermes sold 790 Suncor Energy shares in Q3 2019, an estimated $25K.
  • Federated Hermes first reported a position in Suncor Energy in Q3 2013 and held it in 22 quarters.
  • Federated Hermes's Suncor Energy position peaked at $44.9M in Q2 2016.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Federated Hermes's 13F filing for Q3 2019, filed 14 Nov 2019.