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Lake Street Advisors Group’s Suncor Energy SU Stock Holding History

Lake Street Advisors 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
2024
Q3 		– Sell
-5,885
Closed -$224K – 661
2024
Q2 		$224K Hold
5,885
– – 0.01% 517
2024
Q1 		$217K Buy
+5,885
New +$198K 0.01% 537

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lake Street Advisors Group's SU Position: Q3 2024 in Review

Lake Street Advisors Group sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 5,885 shares — an estimated $224K sold.

Lake Street Advisors Group first reported a position in SU in Q1 2024 and held it in 2 quarters. The position peaked at $224K in Q2 2024. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • Lake Street Advisors Group reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 5,885 Suncor Energy shares in Q3 2024, an estimated $224K.
  • Lake Street Advisors Group first reported a position in Suncor Energy in Q1 2024 and held it in 2 quarters.
  • Lake Street Advisors Group's Suncor Energy position peaked at $224K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Lake Street Advisors Group's 13F filing for Q3 2024, filed 23 Oct 2024.