JTC Employer Solutions Trustee’s Suncor Energy SU Stock Holding History

JTC Employer Solutions Trustee’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 Q1	–	Sell	-308	Closed	-$10K	–	397
2022 Q4	$10K	Hold	308	–	–	﹤0.01%	350
2022 Q3	$9K	Hold	308	–	–	﹤0.01%	291
2022 Q2	$11K	Hold	308	–	–	﹤0.01%	263
2022 Q1	$10K	Hold	308	–	–	﹤0.01%	276
2021 Q4	$8K	Hold	308	–	–	﹤0.01%	286
2021 Q3	$6K	Hold	308	–	–	﹤0.01%	295
2021 Q2	$7K	Buy	+308	New	+$7.07K	﹤0.01%	282

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

JTC Employer Solutions Trustee's SU Position: Q1 2023 in Review

JTC Employer Solutions Trustee sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 308 shares — an estimated $10K sold.

JTC Employer Solutions Trustee first reported a position in SU in Q2 2021 and held it in 7 quarters. The position peaked at $11K in Q2 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

JTC Employer Solutions Trustee reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 308 Suncor Energy shares in Q1 2023, an estimated $10K.
JTC Employer Solutions Trustee first reported a position in Suncor Energy in Q2 2021 and held it in 7 quarters.
JTC Employer Solutions Trustee's Suncor Energy position peaked at $11K in Q2 2022.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2023, filed 26 Apr 2023.