Joule Financial’s Suncor Energy SU Stock Holding History

Joule 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
2023 Q2	–	Sell	-7,578	Closed	-$235K	–	109
2023 Q1	$235K	Buy	+7,578	New	+$246K	0.13%	90

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Joule Financial's SU Position: Q2 2023 in Review

Joule Financial sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 7,578 shares — an estimated $235K sold.

Joule Financial first reported a position in SU in Q1 2023 and held it in 1 quarter. The position peaked at $235K in Q1 2023. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

Joule Financial reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
Joule Financial sold 7,578 Suncor Energy shares in Q2 2023, an estimated $235K.
Joule Financial first reported a position in Suncor Energy in Q1 2023 and held it in 1 quarter.
Joule Financial's Suncor Energy position peaked at $235K in Q1 2023.
563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Joule Financial's 13F filing for Q2 2023, filed 14 Jul 2023.