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Lenox Wealth Management’s Suncor Energy SU Stock Holding History

Lenox Wealth Management’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
2020
Q2 		– Sell
-101
Closed -$1K – 796
2020
Q1 		$1K Sell
101
-455
-82% -$11.9K ﹤0.01% 675
2019
Q4 		$18K Buy
556
+191
+52% +$5.96K 0.01% 368
2019
Q3 		$11K Sell
365
-113
-24% -$3.4K ﹤0.01% 436
2019
Q2 		$14K Buy
478
+113
+31% +$3.62K ﹤0.01% 394
2019
Q1 		$12K Buy
365
+239
+190% +$7.78K ﹤0.01% 425
2018
Q4 		$8K Buy
+126
New +$4.19K ﹤0.01% 418

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Lenox Wealth Management's SU Position: Q2 2020 in Review

Lenox Wealth Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 101 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in SU in Q4 2018 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • Lenox Wealth Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 101 Suncor Energy shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Management first reported a position in Suncor Energy in Q4 2018 and held it in 6 quarters.
  • Lenox Wealth Management's Suncor Energy position peaked at $18K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.