Lee Financial’s Suncor Energy SU Stock Holding History

Lee Financial’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 Q2	–	Sell	-200	Closed	-$4K	–	694
2021 Q1	$4K	Buy	+200	New	+$3.92K	﹤0.01%	440
2020 Q2	–	Sell	-77	Closed	-$1K	–	548
2020 Q1	$1K	Hold	77	–	–	﹤0.01%	474
2019 Q4	$3K	Hold	77	–	–	﹤0.01%	448
2019 Q3	$2K	Sell	77 -300	-80%	-$9.02K	﹤0.01%	490
2019 Q2	$12K	Hold	377	–	–	﹤0.01%	330
2019 Q1	$12K	Buy	377 +77	+26%	+$2.51K	﹤0.01%	316
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	323
2018 Q3	$12K	Sell	300 -113	-27%	-$4.57K	﹤0.01%	301
2018 Q2	$17K	Hold	413	–	–	﹤0.01%	381
2018 Q1	$14K	Sell	413 -135	-25%	-$4.7K	﹤0.01%	415
2017 Q4	$20K	Buy	548 +117	+27%	+$4.06K	0.01%	251
2017 Q3	$15K	Hold	431	–	–	﹤0.01%	275
2017 Q2	$13K	Buy	431 +131	+44%	+$4.03K	﹤0.01%	290
2017 Q1	$9K	Hold	300	–	–	﹤0.01%	296
2016 Q4	$10K	Buy	+300	New	+$9.19K	0.01%	291

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

Lee Financial's SU Position: Q2 2021 in Review

Lee Financial sold out of Suncor Energy (SU) in Q2 2021, closing a stake of 200 shares — an estimated $4K sold.

Lee Financial first reported a position in SU in Q4 2016 and held it in 15 quarters. The position peaked at $20K in Q4 2017. 473 funds tracked by Wall St. Rank hold SU as of Q2 2021.

Lee Financial reported no remaining Suncor Energy position as of Q2 2021 after selling out during the quarter.
Lee Financial sold 200 Suncor Energy shares in Q2 2021, an estimated $4K.
Lee Financial first reported a position in Suncor Energy in Q4 2016 and held it in 15 quarters.
Lee Financial's Suncor Energy position peaked at $20K in Q4 2017.
473 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.