Kore Private Wealth’s Suncor Energy SU Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,486	Closed	-$25K	–	974
2020 Q2	$25K	Buy	1,486 +1,439	+3,062%	+$24.6K	0.01%	612
2020 Q1	$1K	Sell	47 -94	-67%	-$2.46K	﹤0.01%	1025
2019 Q4	$5K	Buy	+141	New	+$4.4K	﹤0.01%	860
2019 Q2	–	Sell	-141	Closed	-$5K	–	709
2019 Q1	$5K	Sell	141 -129	-48%	-$4.2K	﹤0.01%	772
2018 Q4	$8K	Buy	+270	New	+$8.97K	﹤0.01%	605

Other funds holding SU

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Kore Private Wealth's SU Position: Q3 2020 in Review

Kore Private Wealth sold out of Suncor Energy (SU) in Q3 2020, closing a stake of 1,486 shares — an estimated $25K sold.

Kore Private Wealth first reported a position in SU in Q4 2018 and held it in 5 quarters. The position peaked at $25K in Q2 2020. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

Kore Private Wealth reported no remaining Suncor Energy position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,486 Suncor Energy shares in Q3 2020, an estimated $25K.
Kore Private Wealth first reported a position in Suncor Energy in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Suncor Energy position peaked at $25K in Q2 2020.
421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.