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Johnson Financial Group Inc (Wisconsin)’s Suncor Energy SU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-350
Closed -$13.3K – 1038
2024
Q2 		$13.3K Buy
350
+72
+26% +$2.78K ﹤0.01% 552
2024
Q1 		$10.3K Sell
278
-491
-64% -$16.5K ﹤0.01% 556
2023
Q4 		$24.6K Buy
+769
New +$25.1K ﹤0.01% 521
2020
Q4 		– Sell
-60
Closed -$1K – 524
2020
Q3 		$1K Hold
60
– – ﹤0.01% 440
2020
Q2 		$1K Hold
60
– – ﹤0.01% 438
2020
Q1 		$1K Hold
60
– – ﹤0.01% 464
2019
Q4 		$2K Sell
60
-221
-79% -$6.9K ﹤0.01% 499
2019
Q3 		$9K Buy
281
+182
+184% +$5.47K ﹤0.01% 453
2019
Q2 		$3K Hold
99
– – ﹤0.01% 516
2019
Q1 		$3K Buy
99
+13
+15% +$423 ﹤0.01% 492
2018
Q4 		$2K Hold
86
– – ﹤0.01% 504
2018
Q3 		$3K Buy
86
+26
+43% +$1.05K ﹤0.01% 502
2018
Q2 		$2K Hold
60
– – ﹤0.01% 521
2018
Q1 		$2K Hold
60
– – ﹤0.01% 532
2017
Q4 		$2K Hold
60
– – ﹤0.01% 569
2017
Q3 		$2K Sell
60
-576
-91% -$18.4K ﹤0.01% 532
2017
Q2 		$19K Buy
+636
New +$19.6K ﹤0.01% 439
2015
Q3 		– Sell
-380
Closed -$10K – 847
2015
Q2 		$10K Hold
380
– – ﹤0.01% 681
2015
Q1 		$11K Hold
380
– – ﹤0.01% 678
2014
Q4 		$12K Hold
380
– – ﹤0.01% 633
2014
Q3 		$14K Hold
380
– – ﹤0.01% 583
2014
Q2 		$16K Sell
380
-900
-70% -$35.1K ﹤0.01% 561
2014
Q1 		$45K Buy
1,280
+680
+113% +$22.6K 0.01% 401
2013
Q4 		$21K Hold
600
– – 0.01% 514
2013
Q3 		$21K Buy
+600
New +$20K 0.01% 501

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Johnson Financial Group Inc (Wisconsin)'s SU Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 350 shares — an estimated $13.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SU in Q3 2013 and held it in 25 quarters. The position peaked at $45K in Q1 2014. 636 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 350 Suncor Energy shares in Q3 2024, an estimated $13.3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Suncor Energy in Q3 2013 and held it in 25 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Suncor Energy position peaked at $45K in Q1 2014.
  • 636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.