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
2022 Q4	–	Sell	-30,000	Closed	-$29K	–	151
2022 Q3	$29K	Buy	+30,000	New	+$948K	0.01%	130
2022 Q2	–	Sell	-10,000	Closed	-$80K	–	142
2022 Q1	$80K	Hold	10,000	–	–	0.02%	134
2021 Q4	$279K	Sell	10,000 -5,000	-33%	-$122K	0.08%	96
2021 Q3	$19K	Buy	15,000 +5,000	+50%	+$100K	0.01%	126
2021 Q2	$29K	Buy	+10,000	New	+$229K	0.01%	125

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

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.