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Howard Financial Services’s Suncor Energy SU Stock Holding History

Howard Financial Services’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
-7,000
Closed -$217K – 152
2023
Q1 		$217K Hold
7,000
– – 0.05% 124
2022
Q4 		$222K Buy
+7,000
New +$230K 0.06% 122
2022
Q1 		– Sell
-3,700
Closed -$110K – 149
2021
Q4 		$93K Sell
3,700
-4,500
-55% -$110K 0.03% 130
2021
Q3 		$170K Buy
8,200
+3,500
+74% +$70K 0.06% 121
2021
Q2 		$113K Buy
+4,700
New +$108K 0.04% 122

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Howard Financial Services's SU Position: Q2 2023 in Review

Howard Financial Services sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 7,000 shares — an estimated $217K sold.

Howard Financial Services first reported a position in SU in Q2 2021 and held it in 5 quarters. The position peaked at $222K in Q4 2022. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • Howard Financial Services reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • Howard Financial Services sold 7,000 Suncor Energy shares in Q2 2023, an estimated $217K.
  • Howard Financial Services first reported a position in Suncor Energy in Q2 2021 and held it in 5 quarters.
  • Howard Financial Services's Suncor Energy position peaked at $222K in Q4 2022.
  • 563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Howard Financial Services's 13F filing for Q2 2023, filed 12 Jul 2023.