First Heartland Consultants’s Suncor Energy SU Stock Holding History

First Heartland Consultants’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
2023 Q4	–	Sell	-34,955	Closed	-$1.2M	–	381
2023 Q3	$1.2M	Sell	34,955 -16,875	-33%	-$541K	0.15%	132
2023 Q2	$1.52M	Sell	51,830 -2,560	-5%	-$76.6K	0.2%	112
2023 Q1	$1.69M	Buy	54,390 +7,689	+16%	+$250K	0.25%	96
2022 Q4	$1.48M	Buy	46,701 +23,922	+105%	+$786K	0.24%	97
2022 Q3	$641K	Buy	22,779 +5,805	+34%	+$183K	0.06%	161
2022 Q2	$595K	Buy	+16,974	New	+$618K	0.09%	167

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Heartland Consultants's SU Position: Q4 2023 in Review

First Heartland Consultants sold out of Suncor Energy (SU) in Q4 2023, closing a stake of 34,955 shares — an estimated $1.2M sold.

First Heartland Consultants first reported a position in SU in Q2 2022 and held it in 6 quarters. The position peaked at $1.69M in Q1 2023. 593 funds tracked by Wall St. Rank hold SU as of Q4 2023.

First Heartland Consultants reported no remaining Suncor Energy position as of Q4 2023 after selling out during the quarter.
First Heartland Consultants sold 34,955 Suncor Energy shares in Q4 2023, an estimated $1.2M.
First Heartland Consultants first reported a position in Suncor Energy in Q2 2022 and held it in 6 quarters.
First Heartland Consultants's Suncor Energy position peaked at $1.69M in Q1 2023.
593 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on First Heartland Consultants's 13F filing for Q4 2023, filed 8 Feb 2024.