Koshinski Asset Management
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Koshinski Asset Management’s Suncor Energy SU Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-854
Closed -$27.8K – 1807
2022
Q1 		$27.8K Hold
854
– – ﹤0.01% 1312
2021
Q4 		$21.4K Hold
854
– – ﹤0.01% 1426
2021
Q3 		$17.7K Buy
+854
New +$17.1K ﹤0.01% 1496
2021
Q1 		– Sell
-24,529
Closed -$412K – 640
2020
Q4 		$412K Buy
+24,529
New +$360K 0.05% 363

Other funds holding SU

Royal Bank of Canada
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Koshinski Asset Management's SU Position: Q2 2022 in Review

Koshinski Asset Management sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 854 shares — an estimated $27.8K sold.

Koshinski Asset Management first reported a position in SU in Q4 2020 and held it in 4 quarters. The position peaked at $412K in Q4 2020. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

  • Koshinski Asset Management reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 854 Suncor Energy shares in Q2 2022, an estimated $27.8K.
  • Koshinski Asset Management first reported a position in Suncor Energy in Q4 2020 and held it in 4 quarters.
  • Koshinski Asset Management's Suncor Energy position peaked at $412K in Q4 2020.
  • 578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.