FIM
SU icon

Foresters Investment Management’s Suncor Energy SU Stock Holding History

Foresters Investment 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
2019
Q3 		$21.6M Sell
683,007
-154,154
-18% -$4.64M 0.43% 74
2019
Q2 		$26.1M Sell
837,161
-170,656
-17% -$5.46M 0.47% 66
2019
Q1 		$32.7M Sell
1,007,817
-49,750
-5% -$1.62M 0.57% 51
2018
Q4 		$29.6M Sell
1,057,567
-48,000
-4% -$1.59M 0.56% 56
2018
Q3 		$42.8M Buy
1,105,567
+189,930
+21% +$7.69M 0.68% 31
2018
Q2 		$37.2M Buy
915,637
+11,700
+1% +$456K 0.64% 42
2018
Q1 		$31.2M Buy
903,937
+500
+0.1% +$17.4K 0.52% 60
2017
Q4 		$33.2M Buy
903,437
+168,900
+23% +$5.87M 0.52% 64
2017
Q3 		$25.7M Buy
734,537
+400
+0.1% +$12.8K 0.42% 89
2017
Q2 		$21.4M Buy
734,137
+46,700
+7% +$1.44M 0.36% 98
2017
Q1 		$21.1M Buy
687,437
+25,100
+4% +$791K 0.37% 100
2016
Q4 		$21.7M Buy
662,337
+1,100
+0.2% +$33.7K 0.39% 93
2016
Q3 		$18.4M Buy
661,237
+18,200
+3% +$497K 0.34% 110
2016
Q2 		$17.8M Buy
643,037
+9,070
+1% +$249K 0.34% 108
2016
Q1 		$17.6M Buy
633,967
+29,500
+5% +$714K 0.36% 103
2015
Q4 		$15.6M Buy
604,467
+10,800
+2% +$298K 0.32% 117
2015
Q3 		$15.9M Hold
593,667
– – 0.34% 112
2015
Q2 		$16.3M Sell
593,667
-31,300
-5% -$946K 0.31% 122
2015
Q1 		$18.3M Buy
624,967
+3,060
+0.5% +$91K 0.35% 109
2014
Q4 		$19.8M Sell
621,907
-3,300
-0.5% -$109K 0.39% 105
2014
Q3 		$22.6M Hold
625,207
– – 0.48% 84
2014
Q2 		$26.7M Buy
625,207
+86,300
+16% +$3.36M 0.55% 68
2014
Q1 		$18.8M Buy
538,907
+200
+0% +$6.66K 0.41% 103
2013
Q4 		$18.9M Buy
538,707
+72,200
+15% +$2.54M 0.41% 101
2013
Q3 		$16.7M Hold
466,507
– – 0.41% 101
2013
Q2 		$13.8M Buy
+466,507
New +$14.1M 0.41% 100

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Foresters Investment Management's SU Position: Q3 2019 in Review

Foresters Investment Management reduced its Suncor Energy (SU) stake by 18% in Q3 2019, selling an estimated $4.64M and leaving 683,007 shares worth $21.6M. The position accounts for 0.43% of the portfolio, ranked #74.

Foresters Investment Management first reported a position in SU in Q2 2013 and has held it in 26 quarters since. The position peaked at $42.8M in Q3 2018. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Foresters Investment Management held 683,007 shares of Suncor Energy worth $21.6M as of Q3 2019.
  • Foresters Investment Management sold 154,154 Suncor Energy shares in Q3 2019, an estimated $4.64M.
  • Suncor Energy made up 0.43% of Foresters Investment Management's portfolio in Q3 2019, its #74 holding.
  • Foresters Investment Management first reported a position in Suncor Energy in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Suncor Energy position peaked at $42.8M in Q3 2018.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.