Horan Securities’s Suncor Energy SU Stock Holding History

Horan Securities’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 Q1	–	Sell	-24	Closed	-$762	–	822
2022 Q4	$762	Buy	+24	New	+$789	﹤0.01%	661
2022 Q3	–	Sell	-328	Closed	-$10K	–	776
2022 Q2	$10K	Buy	+328	New	+$11.9K	0.01%	329
2022 Q1	–	Sell	-70	Closed	-$2K	–	550
2021 Q4	$2K	Buy	+70	New	+$1.71K	﹤0.01%	461
2020 Q2	–	Sell	-21	Closed	–	–	370
2020 Q1	$0	Buy	+21	New	+$551	﹤0.01%	284

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Horan Securities's SU Position: Q1 2023 in Review

Horan Securities sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 24 shares — an estimated $762 sold.

Horan Securities first reported a position in SU in Q1 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Horan Securities reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
Horan Securities sold 24 Suncor Energy shares in Q1 2023, an estimated $762.
Horan Securities first reported a position in Suncor Energy in Q1 2020 and held it in 4 quarters.
Horan Securities's Suncor Energy position peaked at $10K in Q2 2022.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.