Level Four Advisory Services’s Suncor Energy SU Stock Holding History

Level Four Advisory Services’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	–	Sell	-8,992	Closed	-$285K	–	822
2022 Q4	$285K	Buy	8,992 +31	+0.3%	+$1.02K	0.02%	528
2022 Q3	$252K	Buy	8,961 +103	+1%	+$3.25K	0.02%	465
2022 Q2	$311K	Buy	8,858 +744	+9%	+$27.1K	0.03%	445
2022 Q1	$264K	Sell	8,114 -1,745	-18%	-$51.8K	0.02%	539
2021 Q4	$247K	Buy	+9,859	New	+$240K	0.02%	552
2021 Q3	–	Sell	-17,840	Closed	-$428K	–	620
2021 Q2	$428K	Buy	17,840 +540	+3%	+$12.4K	0.03%	438
2021 Q1	$362K	Buy	17,300 +6,739	+64%	+$132K	0.03%	463
2020 Q4	$177K	Buy	+10,561	New	+$155K	0.01%	575

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Level Four Advisory Services's SU Position: Q1 2023 in Review

Level Four Advisory Services sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 8,992 shares — an estimated $285K sold.

Level Four Advisory Services first reported a position in SU in Q4 2020 and held it in 8 quarters. The position peaked at $428K in Q2 2021. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Level Four Advisory Services reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 8,992 Suncor Energy shares in Q1 2023, an estimated $285K.
Level Four Advisory Services first reported a position in Suncor Energy in Q4 2020 and held it in 8 quarters.
Level Four Advisory Services's Suncor Energy position peaked at $428K in Q2 2021.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.