Financial Gravity Asset Management’s Suncor Energy SU Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-391	Closed	-$14.4K	–	2408
2024 Q1	$14.4K	Buy	391 +138	+55%	+$4.64K	﹤0.01%	633
2023 Q4	$8.15K	Buy	253 +112	+79%	+$3.66K	﹤0.01%	813
2023 Q3	$4.57K	Buy	141 +112	+386%	+$3.59K	﹤0.01%	636
2023 Q2	$7.49K	Sell	29 -2	-6%	-$60	0.02%	409
2023 Q1	$5.29K	Sell	31 -1	-3%	-$33	0.16%	141
2022 Q4	$8.68K	Sell	32 -444	-93%	-$14.6K	0.05%	292
2022 Q3	$4.37K	Sell	476 -224	-32%	-$7.08K	0.15%	142
2022 Q2	$4.14K	Buy	+700	New	+$25.5K	0.13%	172
2021 Q1	–	Sell	-44	Closed	-$1K	–	925
2020 Q4	$1K	Buy	+44	New	+$646	﹤0.01%	446
2019 Q4	–	Sell	-6	Closed	–	–	1698
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1568
2019 Q2	$0	Sell	6 -3	-33%	-$96	﹤0.01%	1652
2019 Q1	$0	Buy	+9	New	+$293	﹤0.01%	1543
2018 Q3	$35K	Sell	1,042 -124	-11%	-$5.02K	0.04%	404
2018 Q2	$47K	Buy	+1,166	New	+$45.4K	0.04%	346

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Sanders Capital

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

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return