HeadInvest LLC’s Suncor Energy SU Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-1,200	Closed	-$40.2K	–	635
2023 Q3	$40.2K	Buy	+1,200	New	+$38.5K	0.01%	375

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HeadInvest LLC's SU Position: Q4 2023 in Review

HeadInvest LLC sold out of Suncor Energy (SU) in Q4 2023, closing a stake of 1,200 shares — an estimated $40.2K sold.

HeadInvest LLC first reported a position in SU in Q3 2023 and held it in 1 quarter. The position peaked at $40.2K in Q3 2023. 593 funds tracked by Wall St. Rank hold SU as of Q4 2023.

HeadInvest LLC reported no remaining Suncor Energy position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 1,200 Suncor Energy shares in Q4 2023, an estimated $40.2K.
HeadInvest LLC first reported a position in Suncor Energy in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Suncor Energy position peaked at $40.2K in Q3 2023.
593 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.