Hartree Partners’s Suncor Energy SU Stock Holding History

Hartree 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
2023 Q2	–	Sell	-84,622	Closed	-$2.63M	–	64
2023 Q1	$2.63M	Sell	84,622 -44,400	-34%	-$1.44M	1.69%	13
2022 Q4	$4.09M	Buy	+129,022	New	+$4.24M	3.49%	11
2022 Q3	–	Sell	-61,000	Closed	-$2.14M	–	65
2022 Q2	$2.14M	Buy	+61,000	New	+$2.22M	0.51%	58
2018 Q4	–	Sell	-154,000	Closed	-$7.7M	–	32
2018 Q3	$7.7M	Buy	+154,000	New	+$6.23M	3.8%	7
2018 Q1	–	Sell	-16,676	Closed	-$624K	–	33
2017 Q4	$624K	Buy	+16,676	New	+$579K	0.8%	18

Other funds holding SU

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hartree Partners's SU Position: Q2 2023 in Review

Hartree Partners sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 84,622 shares — an estimated $2.63M sold.

Hartree Partners first reported a position in SU in Q4 2017 and held it in 5 quarters. The position peaked at $7.7M in Q3 2018. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

Hartree Partners reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
Hartree Partners sold 84,622 Suncor Energy shares in Q2 2023, an estimated $2.63M.
Hartree Partners first reported a position in Suncor Energy in Q4 2017 and held it in 5 quarters.
Hartree Partners's Suncor Energy position peaked at $7.7M in Q3 2018.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Hartree Partners's 13F filing for Q2 2023, filed 11 Aug 2023.