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Golden State Equity Partners’s Suncor Energy SU Stock Holding History

Golden State Equity Partners’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
Q4 		– Sell
-4,894
Closed -$181K – 818
2024
Q3 		$181K Sell
4,894
-515
-10% -$19.9K 0.1% 197
2024
Q2 		$206K Buy
+5,409
New +$209K 0.04% 381

Other funds holding SU

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Golden State Equity Partners's SU Position: Q4 2024 in Review

Golden State Equity Partners sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 4,894 shares — an estimated $181K sold.

Golden State Equity Partners first reported a position in SU in Q2 2024 and held it in 2 quarters. The position peaked at $206K in Q2 2024. 653 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Golden State Equity Partners reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 4,894 Suncor Energy shares in Q4 2024, an estimated $181K.
  • Golden State Equity Partners first reported a position in Suncor Energy in Q2 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Suncor Energy position peaked at $206K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.