KLC
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Knowledge Leaders Capital’s Suncor Energy SU Stock Holding History

Knowledge Leaders Capital’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 		$708K Sell
18,572
-781
-4% -$30.2K 1.68% 30
2024
Q1 		$714K Sell
19,353
-499
-3% -$16.8K 1.25% 34
2023
Q4 		$636K Sell
19,852
-640
-3% -$20.9K 1% 35
2023
Q3 		$705K Hold
20,492
– – 1.04% 34
2023
Q2 		$601K Buy
+20,492
New +$613K 0.69% 59
2022
Q3 		– Sell
-47,346
Closed -$1.66M – 115
2022
Q2 		$1.66M Sell
47,346
-277
-0.6% -$10.1K 1.61% 4
2022
Q1 		$1.55M Buy
+47,623
New +$1.41M 1.11% 20
2021
Q2 		– Sell
-41,888
Closed -$875K – 141
2021
Q1 		$875K Buy
41,888
+2,036
+5% +$39.9K 0.7% 66
2020
Q4 		$669K Hold
39,852
– – 0.58% 70
2020
Q3 		$487K Hold
39,852
– – 0.46% 78
2020
Q2 		$672K Buy
+39,852
New +$681K 0.68% 51
2018
Q4 		– Sell
-119,587
Closed -$4.63M – 59
2018
Q3 		$4.63M Buy
119,587
+9,663
+9% +$391K 3.95% 11
2018
Q2 		$4.48M Sell
109,924
-29,573
-21% -$1.15M 3.36% 14
2018
Q1 		$4.81M Sell
139,497
-3,428
-2% -$119K 4.3% 17
2017
Q4 		$5.25M Buy
142,925
+3,428
+2% +$119K 4.25% 9
2017
Q3 		$4.89M Sell
139,497
-19,033
-12% -$608K 2.38% 10
2017
Q2 		$4.63M Buy
158,530
+1,368
+0.9% +$42.1K 2.94% 22
2017
Q1 		$4.82M Sell
157,162
-177,503
-53% -$5.59M 3.2% 23
2016
Q4 		$11M Buy
+334,665
New +$10.3M 3.41% 5

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Knowledge Leaders Capital's SU Position: Q2 2024 in Review

Knowledge Leaders Capital reduced its Suncor Energy (SU) stake by 4% in Q2 2024, selling an estimated $30.2K and leaving 18,572 shares worth $708K. The position accounts for 1.68% of the portfolio, ranked #30.

Knowledge Leaders Capital first reported a position in SU in Q4 2016 and has held it in 19 quarters since. The position peaked at $11M in Q4 2016. 632 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Knowledge Leaders Capital held 18,572 shares of Suncor Energy worth $708K as of Q2 2024.
  • Knowledge Leaders Capital sold 781 Suncor Energy shares in Q2 2024, an estimated $30.2K.
  • Suncor Energy made up 1.68% of Knowledge Leaders Capital's portfolio in Q2 2024, its #30 holding.
  • Knowledge Leaders Capital first reported a position in Suncor Energy in Q4 2016 and has held it in 19 quarters since.
  • Knowledge Leaders Capital's Suncor Energy position peaked at $11M in Q4 2016.
  • 632 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.