KIG
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Kowal Investment Group’s Suncor Energy SU Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-75
Closed -$2K – 831
2021
Q3 		$2K Buy
+75
New +$1.5K ﹤0.01% 834

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kowal Investment Group's SU Position: Q4 2021 in Review

Kowal Investment Group sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 75 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in SU in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 494 funds tracked by Wall St. Rank hold SU as of Q4 2021.

  • Kowal Investment Group reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 75 Suncor Energy shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in Suncor Energy in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Suncor Energy position peaked at $2K in Q3 2021.
  • 494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.