Herold Advisors’s Suncor Energy SU Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-1,000	Closed	-$32.6K	–	610
2022 Q1	$32.6K	Buy	+1,000	New	+$29.7K	0.01%	441
2021 Q4	–	Sell	-1,300	Closed	-$26K	–	586
2021 Q3	$26K	Buy	+1,300	New	+$26K	0.01%	480

Other funds holding SU

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

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

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

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

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

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

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

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

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

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

Herold Advisors's SU Position: Q2 2022 in Review

Herold Advisors sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 1,000 shares — an estimated $32.6K sold.

Herold Advisors first reported a position in SU in Q3 2021 and held it in 2 quarters. The position peaked at $32.6K in Q1 2022. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

Herold Advisors reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Suncor Energy shares in Q2 2022, an estimated $32.6K.
Herold Advisors first reported a position in Suncor Energy in Q3 2021 and held it in 2 quarters.
Herold Advisors's Suncor Energy position peaked at $32.6K in Q1 2022.
578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.