Long Road Investment Counsel’s Suncor Energy SU Stock Holding History

Long Road Investment Counsel’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 Q4	–	Sell	-19,160	Closed	-$397K	–	78
2021 Q3	$397K	Hold	19,160	–	–	0.17%	64
2021 Q2	$459K	Hold	19,160	–	–	0.2%	62
2021 Q1	$400K	Hold	19,160	–	–	0.18%	63
2020 Q4	$322K	Hold	19,160	–	–	0.16%	65
2020 Q3	$234K	Sell	19,160 -1,200	-6%	-$18.8K	0.13%	65
2020 Q2	$343K	Hold	20,360	–	–	0.2%	62
2020 Q1	$322K	Buy	20,360 +1,200	+6%	+$31.5K	0.23%	59
2019 Q4	$628K	Sell	19,160 -1,200	-6%	-$37.5K	0.37%	53
2019 Q3	$643K	Hold	20,360	–	–	0.37%	56
2019 Q2	$634K	Hold	20,360	–	–	0.37%	56
2019 Q1	$660K	Buy	20,360 +1,200	+6%	+$39.1K	0.4%	54
2018 Q4	$536K	Hold	19,160	–	–	0.41%	50
2018 Q3	$741K	Hold	19,160	–	–	0.49%	48
2018 Q2	$779K	Hold	19,160	–	–	0.55%	48
2018 Q1	$662K	Buy	19,160 +600	+3%	+$20.9K	0.46%	50
2017 Q4	$682K	Hold	18,560	–	–	0.47%	52
2017 Q3	$650K	Hold	18,560	–	–	0.46%	52
2017 Q2	$542K	Hold	18,560	–	–	0.4%	55
2017 Q1	$571K	Hold	18,560	–	–	0.42%	52
2016 Q4	$607K	Hold	18,560	–	–	0.47%	50
2016 Q3	$516K	Hold	18,560	–	–	0.4%	55
2016 Q2	$515K	Hold	18,560	–	–	0.4%	55
2016 Q1	$516K	Hold	18,560	–	–	0.41%	53
2015 Q4	$479K	Sell	18,560 -4,100	-18%	-$113K	0.39%	53
2015 Q3	$605K	Hold	22,660	–	–	0.52%	49
2015 Q2	$624K	Hold	22,660	–	–	0.51%	48
2015 Q1	$663K	Hold	22,660	–	–	0.56%	43
2014 Q4	$720K	Buy	+22,660	New	+$750K	0.65%	39

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Long Road Investment Counsel's SU Position: Q4 2021 in Review

Long Road Investment Counsel sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 19,160 shares — an estimated $397K sold.

Long Road Investment Counsel first reported a position in SU in Q4 2014 and held it in 28 quarters. The position peaked at $779K in Q2 2018. 495 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Long Road Investment Counsel reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
Long Road Investment Counsel sold 19,160 Suncor Energy shares in Q4 2021, an estimated $397K.
Long Road Investment Counsel first reported a position in Suncor Energy in Q4 2014 and held it in 28 quarters.
Long Road Investment Counsel's Suncor Energy position peaked at $779K in Q2 2018.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Long Road Investment Counsel's 13F filing for Q4 2021, filed 31 Jan 2022.