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Interchange Capital Partners’s Suncor Energy SU Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-148
Closed -$2K – 981
2020
Q4 		$2K Buy
+148
New +$2.17K ﹤0.01% 1104

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Fidelity International
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Interchange Capital Partners's SU Position: Q1 2021 in Review

Interchange Capital Partners sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 148 shares — an estimated $2K sold.

Interchange Capital Partners first reported a position in SU in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Interchange Capital Partners reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 148 Suncor Energy shares in Q1 2021, an estimated $2K.
  • Interchange Capital Partners first reported a position in Suncor Energy in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Suncor Energy position peaked at $2K in Q4 2020.
  • 468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.