Janiczek Wealth Management’s Suncor Energy SU Stock Holding History

Janiczek Wealth 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	$33.4K	Buy	877 +42	+5%	+$1.62K	0.01%	469
2024 Q1	$30.8K	Buy	835 +763	+1,060%	+$25.7K	0.01%	489
2023 Q4	$2.31K	Hold	72	–	–	﹤0.01%	838
2023 Q3	$2.48K	Buy	+72	New	+$2.31K	﹤0.01%	807
2023 Q2	–	Sell	-192	Closed	-$6.26K	–	1014
2023 Q1	$6.26K	Buy	+192	New	+$6.24K	﹤0.01%	636
2020 Q3	–	Sell	-224	Closed	-$4K	–	720
2020 Q2	$4K	Buy	+224	New	+$3.83K	﹤0.01%	214

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Janiczek Wealth Management's SU Position: Q2 2024 in Review

Janiczek Wealth Management increased its Suncor Energy (SU) stake by 5% in Q2 2024, buying an estimated $1.62K and bringing the position to 877 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #469.

Janiczek Wealth Management first reported a position in SU in Q2 2020 and has held it in 6 quarters since. 634 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Janiczek Wealth Management held 877 shares of Suncor Energy worth $33.4K as of Q2 2024.
Janiczek Wealth Management bought 42 Suncor Energy shares in Q2 2024, an estimated $1.62K.
Suncor Energy made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #469 holding.
Janiczek Wealth Management first reported a position in Suncor Energy in Q2 2020 and has held it in 6 quarters since.
634 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.