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JP Morgan Private Wealth Advisors’s Suncor Energy SU Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$6.68M Buy
+194,366
New +$6.23M 0.02% 445
2023
Q2 		– Sell
-240,303
Closed -$7.46M – 1869
2023
Q1 		$7.46M Buy
240,303
+8,652
+4% +$281K 0.02% 493
2022
Q4 		$7.35M Buy
231,651
+12,006
+5% +$395K 0.02% 490
2022
Q3 		$6.18M Buy
219,645
+14,023
+7% +$443K 0.02% 508
2022
Q2 		$7.21M Sell
205,622
-52,370
-20% -$1.91M 0.02% 486
2022
Q1 		$8.41M Sell
257,992
-11,066
-4% -$328K 0.02% 484
2021
Q4 		$6.74M Buy
269,058
+2,280
+0.9% +$55.5K 0.01% 535
2021
Q3 		$5.53M Buy
266,778
+2,877
+1% +$57.5K 0.01% 567
2021
Q2 		$6.33M Buy
263,901
+41,063
+18% +$942K 0.02% 527
2021
Q1 		$4.66M Sell
222,838
-10,481
-4% -$205K 0.02% 526
2020
Q4 		$3.92M Sell
233,319
-7,410
-3% -$109K 0.01% 551
2020
Q3 		$2.94M Buy
240,729
+69,915
+41% +$1.09M 0.01% 548
2020
Q2 		$2.88M Sell
170,814
-164,326
-49% -$2.81M 0.01% 490
2020
Q1 		$5.29M Sell
335,140
-27,915
-8% -$732K 0.03% 345
2019
Q4 		$11.9M Sell
363,055
-60,317
-14% -$1.88M 0.05% 286
2019
Q3 		$13.4M Sell
423,372
-14,168
-3% -$426K 0.07% 244
2019
Q2 		$13.6M Sell
437,540
-25,200
-5% -$806K 0.07% 241
2019
Q1 		$15M Buy
462,740
+102,131
+28% +$3.33M 0.08% 230
2018
Q4 		$10.1M Buy
360,609
+56,693
+19% +$1.88M 0.06% 256
2018
Q3 		$11.8M Sell
303,916
-93,395
-24% -$3.78M 0.06% 271
2018
Q2 		$16.2M Buy
397,311
+34,545
+10% +$1.35M 0.09% 212
2018
Q1 		$12.5M Buy
362,766
+83,824
+30% +$2.92M 0.08% 204
2017
Q4 		$10.2M Buy
278,942
+2,911
+1% +$101K 0.07% 237
2017
Q3 		$9.67M Buy
276,031
+16,250
+6% +$519K 0.07% 233
2017
Q2 		$7.58M Buy
259,781
+20,829
+9% +$640K 0.06% 251
2017
Q1 		$7.35M Buy
238,952
+13,503
+6% +$425K 0.06% 256
2016
Q4 		$7.37M Buy
225,449
+5,141
+2% +$158K 0.06% 228
2016
Q3 		$6.12M Buy
220,308
+43,903
+25% +$1.2M 0.06% 255
2016
Q2 		$4.89M Buy
176,405
+38,388
+28% +$1.05M 0.05% 272
2016
Q1 		$3.84M Buy
138,017
+88,595
+179% +$2.14M 0.04% 288
2015
Q4 		$1.27M Sell
49,422
-3,302
-6% -$91.2K 0.01% 466
2015
Q3 		$1.41M Sell
52,724
-84,136
-61% -$2.26M 0.02% 397
2015
Q2 		$3.77M Buy
136,860
+3,975
+3% +$120K 0.04% 280
2015
Q1 		$3.89M Sell
132,885
-33,274
-20% -$989K 0.04% 276
2014
Q4 		$5.28M Sell
166,159
-29,400
-15% -$973K 0.06% 240
2014
Q3 		$7.07M Buy
195,559
+93,915
+92% +$3.77M 0.09% 210
2014
Q2 		$4.33M Sell
101,644
-2,938
-3% -$114K 0.07% 214
2014
Q1 		$3.66M Buy
104,582
+61,178
+141% +$2.04M 0.07% 222
2013
Q4 		$1.52M Buy
43,404
+29,880
+221% +$1.05M 0.03% 288
2013
Q3 		$484K Buy
13,524
+3,894
+40% +$130K 0.01% 443
2013
Q2 		$284K Buy
+9,630
New +$290K 0.01% 499

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 $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Suncor Energy (SU) in Q3 2023: 194,366 shares worth $6.68M. The stake represents 0.02% of the portfolio and ranks #445 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SU as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SU in Q2 2013 and has held it in 41 quarters since. The position peaked at $16.2M in Q2 2018. 570 funds tracked by Wall St. Rank hold SU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 194,366 shares of Suncor Energy worth $6.68M as of Q3 2023.
  • Suncor Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Suncor Energy made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #445 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's Suncor Energy position peaked at $16.2M in Q2 2018.
  • 570 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.