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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return