Gemmer Asset Management’s Suncor Energy SU Stock Holding History

Gemmer 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
2021 Q3	–	Sell	-167	Closed	-$4K	–	1430
2021 Q2	$4K	Hold	167	–	–	﹤0.01%	1215
2021 Q1	$3K	Sell	167 -45	-21%	-$882	﹤0.01%	1301
2020 Q4	$4K	Hold	212	–	–	﹤0.01%	1118
2020 Q3	$3K	Hold	212	–	–	﹤0.01%	1104
2020 Q2	$4K	Buy	212 +7	+3%	+$120	﹤0.01%	971
2020 Q1	$3K	Buy	+205	New	+$5.38K	﹤0.01%	977
2019 Q3	–	Sell	-109	Closed	-$3K	–	1464
2019 Q2	$3K	Buy	109 +43	+65%	+$1.38K	﹤0.01%	1164
2019 Q1	$2K	Buy	+66	New	+$2.15K	﹤0.01%	1288
2018 Q4	–	Sell	-98	Closed	-$4K	–	1430
2018 Q3	$4K	Hold	98	–	–	﹤0.01%	1103
2018 Q2	$4K	Hold	98	–	–	﹤0.01%	1124
2018 Q1	$3K	Buy	+98	New	+$3.41K	﹤0.01%	1211

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gemmer Asset Management's SU Position: Q3 2021 in Review

Gemmer Asset Management sold out of Suncor Energy (SU) in Q3 2021, closing a stake of 167 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in SU in Q1 2018 and held it in 11 quarters. The position peaked at $4K in Q2 2021. 449 funds tracked by Wall St. Rank hold SU as of Q3 2021.

Gemmer Asset Management reported no remaining Suncor Energy position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 167 Suncor Energy shares in Q3 2021, an estimated $4K.
Gemmer Asset Management first reported a position in Suncor Energy in Q1 2018 and held it in 11 quarters.
Gemmer Asset Management's Suncor Energy position peaked at $4K in Q2 2021.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.