Karpas Strategies’s Suncor Energy SU Stock Holding History

Karpas Strategies’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	$343K	Hold	9,000	–	–	0.11%	97
2024 Q1	$332K	Hold	9,000	–	–	0.1%	97
2023 Q4	$288K	Hold	9,000	–	–	0.1%	101
2023 Q3	$309K	Hold	9,000	–	–	0.11%	95
2023 Q2	$264K	Hold	9,000	–	–	0.09%	108
2023 Q1	$279K	Hold	9,000	–	–	0.1%	102
2022 Q4	$286K	Hold	9,000	–	–	0.1%	100
2022 Q3	$253K	Hold	9,000	–	–	0.1%	100
2022 Q2	$316K	Hold	9,000	–	–	0.11%	95
2022 Q1	$293K	Hold	9,000	–	–	0.09%	108
2021 Q4	$225K	Hold	9,000	–	–	0.07%	116
2021 Q3	$232K	Hold	9,000	–	–	0.08%	112
2021 Q2	$216K	Sell	9,000 -600	-6%	-$13.8K	0.08%	111
2021 Q1	$201K	Buy	+9,600	New	+$188K	0.08%	108
2020 Q4	–	Sell	-10,800	Closed	-$132K	–	126
2020 Q3	$132K	Hold	10,800	–	–	0.06%	119
2020 Q2	$182K	Hold	10,800	–	–	0.09%	113
2020 Q1	$171K	Sell	10,800 -600	-5%	-$15.7K	0.09%	108
2019 Q4	$374K	Hold	11,400	–	–	0.14%	91
2019 Q3	$360K	Hold	11,400	–	–	0.15%	88
2019 Q2	$355K	Hold	11,400	–	–	0.15%	89
2019 Q1	$370K	Hold	11,400	–	–	0.16%	88
2018 Q4	$319K	Sell	11,400 -400	-3%	-$13.3K	0.15%	89
2018 Q3	$457K	Hold	11,800	–	–	0.19%	79
2018 Q2	$480K	Hold	11,800	–	–	0.21%	77
2018 Q1	$408K	Hold	11,800	–	–	0.18%	83
2017 Q4	$433K	Hold	11,800	–	–	0.19%	79
2017 Q3	$413K	Hold	11,800	–	–	0.18%	83
2017 Q2	$345K	Hold	11,800	–	–	0.16%	89
2017 Q1	$363K	Hold	11,800	–	–	0.17%	88
2016 Q4	$386K	Hold	11,800	–	–	0.18%	88
2016 Q3	$328K	Hold	11,800	–	–	0.16%	90
2016 Q2	$327K	Hold	11,800	–	–	0.16%	87
2016 Q1	$328K	Sell	11,800 -200	-2%	-$4.84K	0.17%	85
2015 Q4	$310K	Sell	12,000 -200	-2%	-$5.52K	0.16%	91
2015 Q3	$326K	Hold	12,200	–	–	0.18%	87
2015 Q2	$336K	Hold	12,200	–	–	0.17%	92
2015 Q1	$357K	Hold	12,200	–	–	0.17%	89
2014 Q4	$388K	Hold	12,200	–	–	0.19%	87
2014 Q3	$441K	Buy	12,200 +1,200	+11%	+$48.2K	0.22%	81
2014 Q2	$469K	Buy	11,000 +2,000	+22%	+$77.9K	0.23%	77
2014 Q1	$315K	Hold	9,000	–	–	0.17%	89
2013 Q4	$315K	Hold	9,000	–	–	0.17%	89
2013 Q3	$322K	Hold	9,000	–	–	0.19%	85
2013 Q2	$265K	Buy	+9,000	New	+$271K	0.16%	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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Karpas Strategies's SU Position: Q2 2024 in Review

Karpas Strategies held its Suncor Energy (SU) position steady in Q2 2024 at 9,000 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #97.

Karpas Strategies first reported a position in SU in Q2 2013 and has held it in 44 quarters since. The position peaked at $480K in Q2 2018. 632 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Karpas Strategies held 9,000 shares of Suncor Energy worth $343K as of Q2 2024.
Karpas Strategies left its Suncor Energy share count unchanged in Q2 2024.
Suncor Energy made up 0.11% of Karpas Strategies's portfolio in Q2 2024, its #97 holding.
Karpas Strategies first reported a position in Suncor Energy in Q2 2013 and has held it in 44 quarters since.
Karpas Strategies's Suncor Energy position peaked at $480K in Q2 2018.
632 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.