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Greylin Investment Management’s Suncor Energy SU Stock Holding History

Greylin 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
Q4 		– Sell
-6,350
Closed -$201K – 74
2019
Q3 		$201K Sell
6,350
-5,205
-45% -$157K 0.05% 71
2019
Q2 		$360K Sell
11,555
-4,600
-28% -$147K 0.08% 59
2019
Q1 		$524K Sell
16,155
-250
-2% -$8.14K 0.12% 55
2018
Q4 		$459K Sell
16,405
-2,600
-14% -$86.4K 0.11% 57
2018
Q3 		$735K Sell
19,005
-22,765
-55% -$921K 0.16% 45
2018
Q2 		$1.7M Sell
41,770
-2,350
-5% -$91.6K 0.37% 38
2018
Q1 		$1.52M Sell
44,120
-2,900
-6% -$101K 0.33% 34
2017
Q4 		$1.73M Sell
47,020
-3,300
-7% -$115K 0.37% 35
2017
Q3 		$1.76M Sell
50,320
-3,900
-7% -$124K 0.4% 33
2017
Q2 		$1.58M Sell
54,220
-14,025
-21% -$431K 0.37% 33
2017
Q1 		$2.1M Sell
68,245
-13,050
-16% -$411K 0.49% 24
2016
Q4 		$2.66M Sell
81,295
-12,750
-14% -$391K 0.64% 22
2016
Q3 		$2.61M Sell
94,045
-3,200
-3% -$87.4K 0.65% 22
2016
Q2 		$2.7M Sell
97,245
-650
-0.7% -$17.8K 0.67% 21
2016
Q1 		$2.72M Buy
97,895
+765
+0.8% +$18.5K 0.71% 21
2015
Q4 		$2.51M Buy
97,130
+21,100
+28% +$583K 0.67% 23
2015
Q3 		$2.03M Buy
76,030
+8,350
+12% +$224K 0.56% 22
2015
Q2 		$1.86M Buy
67,680
+18,350
+37% +$555K 0.47% 26
2015
Q1 		$1.57M Sell
49,330
-950
-2% -$28.2K 0.37% 28
2014
Q4 		$1.6M Buy
50,280
+32,455
+182% +$1.07M 0.38% 28
2014
Q3 		$644K Buy
17,825
+5,078
+40% +$204K 0.15% 41
2014
Q2 		$543K Buy
12,747
+47
+0.4% +$1.83K 0.13% 47
2014
Q1 		$444K Buy
12,700
+6,700
+112% +$223K 0.11% 53
2013
Q4 		$210K Buy
+6,000
New +$211K 0.05% 71

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Greylin Investment Management's SU Position: Q4 2019 in Review

Greylin Investment Management sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 6,350 shares — an estimated $201K sold.

Greylin Investment Management first reported a position in SU in Q4 2013 and held it in 24 quarters. The position peaked at $2.72M in Q1 2016. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • Greylin Investment Management reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
  • Greylin Investment Management sold 6,350 Suncor Energy shares in Q4 2019, an estimated $201K.
  • Greylin Investment Management first reported a position in Suncor Energy in Q4 2013 and held it in 24 quarters.
  • Greylin Investment Management's Suncor Energy position peaked at $2.72M in Q1 2016.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Greylin Investment Management's 13F filing for Q4 2019, filed 9 Jan 2020.