Lourd Capital’s Suncor Energy SU Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-8,283	Closed	-$232K	–	272
2018 Q4	$232K	Buy	8,283 +77	+0.9%	+$2.56K	0.02%	246
2018 Q3	$317K	Buy	+8,206	New	+$332K	0.02%	201
2018 Q2	–	Sell	-11,624	Closed	-$401K	–	120
2018 Q1	$401K	Sell	11,624 -121	-1%	-$4.22K	0.05%	98
2017 Q4	$431K	Buy	+11,745	New	+$408K	0.03%	179

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lourd Capital's SU Position: Q1 2019 in Review

Lourd Capital sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 8,283 shares — an estimated $232K sold.

Lourd Capital first reported a position in SU in Q4 2017 and held it in 4 quarters. The position peaked at $431K in Q4 2017. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Lourd Capital reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 8,283 Suncor Energy shares in Q1 2019, an estimated $232K.
Lourd Capital first reported a position in Suncor Energy in Q4 2017 and held it in 4 quarters.
Lourd Capital's Suncor Energy position peaked at $431K in Q4 2017.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.