Ironwood Financial’s Suncor Energy SU Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-100	Closed	-$2K	–	484
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	524
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	511
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	494
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	447
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	421
2020 Q2	$2K	Sell	100 -165	-62%	-$2.82K	﹤0.01%	370
2020 Q1	$4K	Hold	265	–	–	﹤0.01%	293
2019 Q4	$9K	Hold	265	–	–	﹤0.01%	271
2019 Q3	$8K	Hold	265	–	–	﹤0.01%	280
2019 Q2	$8K	Hold	265	–	–	﹤0.01%	285
2019 Q1	$9K	Hold	265	–	–	﹤0.01%	268
2018 Q4	$7K	Hold	265	–	–	﹤0.01%	277
2018 Q3	$10K	Buy	265 +165	+165%	+$6.68K	0.01%	256
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	244
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	224
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	219
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	226
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	231
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	232
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	233
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	236
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	236
2016 Q1	$3K	Buy	+100	New	+$2.42K	﹤0.01%	239
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	314
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	282
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	280
2014 Q4	$3K	Buy	+100	New	+$3.31K	﹤0.01%	244

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Ironwood Financial's SU Position: Q4 2021 in Review

Ironwood Financial sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Ironwood Financial first reported a position in SU in Q4 2014 and held it in 27 quarters. The position peaked at $10K in Q3 2018. 495 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Ironwood Financial reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 100 Suncor Energy shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in Suncor Energy in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Suncor Energy position peaked at $10K in Q3 2018.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.