Kula Investments’s Suncor Energy SU Stock Holding History

Kula Investments’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
2023 Q1	$529K	Buy	+17,039	New	+$554K	0.13%	289

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Kula Investments's SU Position: Q1 2023 in Review

Kula Investments opened a new position in Suncor Energy (SU) in Q1 2023: 17,039 shares worth $529K. The stake represents 0.13% of the portfolio and ranks #289 among its holdings.

592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Kula Investments held 17,039 shares of Suncor Energy worth $529K as of Q1 2023.
Suncor Energy was a new Kula Investments position in Q1 2023.
Suncor Energy made up 0.13% of Kula Investments's portfolio in Q1 2023, its #289 holding.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.