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Institutional & Family Asset Management’s Suncor Energy SU Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		– Sell
-572
Closed -$21.1K – 779
2024
Q1 		$21.1K Hold
572
– – ﹤0.01% 323
2023
Q4 		$18.3K Buy
572
+5
+0.9% +$163 ﹤0.01% 325
2023
Q3 		$19.5K Hold
567
– – ﹤0.01% 307
2023
Q2 		$16.6K Sell
567
-23
-4% -$688 ﹤0.01% 330
2023
Q1 		$18.3K Hold
590
– – ﹤0.01% 322
2022
Q4 		$18.7K Sell
590
-8
-1% -$263 ﹤0.01% 311
2022
Q3 		$17K Hold
598
– – ﹤0.01% 331
2022
Q2 		$21K Hold
598
– – ﹤0.01% 309
2022
Q1 		$19K Sell
598
-89
-13% -$2.64K ﹤0.01% 360
2021
Q4 		$17K Hold
687
– – ﹤0.01% 390
2021
Q3 		$14K Buy
687
+11
+2% +$220 ﹤0.01% 507
2021
Q2 		$16K Hold
676
– – ﹤0.01% 511
2021
Q1 		$14K Hold
676
– – ﹤0.01% 527
2020
Q4 		$11K Sell
676
-72
-10% -$1.06K ﹤0.01% 517
2020
Q3 		$9K Hold
748
– – ﹤0.01% 508
2020
Q2 		$13K Sell
748
-120
-14% -$2.05K ﹤0.01% 458
2020
Q1 		$14K Buy
868
+260
+43% +$6.82K ﹤0.01% 416
2019
Q4 		$20K Hold
608
– – ﹤0.01% 432
2019
Q3 		$19K Buy
608
+51
+9% +$1.53K ﹤0.01% 413
2019
Q2 		$17K Hold
557
– – ﹤0.01% 438
2019
Q1 		$18K Hold
557
– – ﹤0.01% 441
2018
Q4 		$16K Buy
557
+10
+2% +$332 ﹤0.01% 429
2018
Q3 		$21K Sell
547
-70
-11% -$2.83K ﹤0.01% 435
2018
Q2 		$25K Buy
617
+59
+11% +$2.3K 0.01% 417
2018
Q1 		$19K Buy
+558
New +$19.4K ﹤0.01% 423

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Institutional & Family Asset Management's SU Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 572 shares — an estimated $21.1K sold.

Institutional & Family Asset Management first reported a position in SU in Q1 2018 and held it in 25 quarters. The position peaked at $25K in Q2 2018. 632 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 572 Suncor Energy shares in Q2 2024, an estimated $21.1K.
  • Institutional & Family Asset Management first reported a position in Suncor Energy in Q1 2018 and held it in 25 quarters.
  • Institutional & Family Asset Management's Suncor Energy position peaked at $25K in Q2 2018.
  • 632 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.