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L.J. Altfest & Co’s Suncor Energy SU Stock Holding History

L.J. Altfest & Co’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
Q3 		– Sell
-36,497
Closed -$875K – 277
2021
Q2 		$875K Buy
36,497
+12,562
+52% +$288K 0.19% 97
2021
Q1 		$500K Sell
23,935
-17,781
-43% -$348K 0.12% 136
2020
Q4 		$700K Buy
41,716
+6,976
+20% +$102K 0.17% 104
2020
Q3 		$425K Buy
+34,740
New +$544K 0.11% 134

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

L.J. Altfest & Co's SU Position: Q3 2021 in Review

L.J. Altfest & Co sold out of Suncor Energy (SU) in Q3 2021, closing a stake of 36,497 shares — an estimated $875K sold.

L.J. Altfest & Co first reported a position in SU in Q3 2020 and held it in 4 quarters. The position peaked at $875K in Q2 2021. 449 funds tracked by Wall St. Rank hold SU as of Q3 2021.

  • L.J. Altfest & Co reported no remaining Suncor Energy position as of Q3 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 36,497 Suncor Energy shares in Q3 2021, an estimated $875K.
  • L.J. Altfest & Co first reported a position in Suncor Energy in Q3 2020 and held it in 4 quarters.
  • L.J. Altfest & Co's Suncor Energy position peaked at $875K in Q2 2021.
  • 449 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on L.J. Altfest & Co's 13F filing for Q3 2021, filed 12 Oct 2021.