Marks Group Wealth Management’s Suncor Energy SU Stock Holding History

Marks Group 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
2024 Q1	–	Sell	-22,946	Closed	-$735K	–	306
2023 Q4	$735K	Sell	22,946 -1,034	-4%	-$33.8K	0.08%	186
2023 Q3	$824K	Buy	23,980 +2,571	+12%	+$82.4K	0.1%	176
2023 Q2	$628K	Sell	21,409 -206	-1%	-$6.16K	0.07%	192
2023 Q1	$671K	Buy	21,615 +2,988	+16%	+$97.2K	0.09%	187
2022 Q4	$591K	Buy	18,627 +665	+4%	+$21.9K	0.08%	195
2022 Q3	$506K	Sell	17,962 -1,204	-6%	-$38K	0.08%	199
2022 Q2	$672K	Sell	19,166 -314	-2%	-$11.4K	0.1%	191
2022 Q1	$635K	Buy	+19,480	New	+$578K	0.08%	208

Other funds holding SU

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Marks Group Wealth Management's SU Position: Q1 2024 in Review

Marks Group Wealth Management sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 22,946 shares — an estimated $735K sold.

Marks Group Wealth Management first reported a position in SU in Q1 2022 and held it in 8 quarters. The position peaked at $824K in Q3 2023. 599 funds tracked by Wall St. Rank hold SU as of Q1 2024.

Marks Group Wealth Management reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
Marks Group Wealth Management sold 22,946 Suncor Energy shares in Q1 2024, an estimated $735K.
Marks Group Wealth Management first reported a position in Suncor Energy in Q1 2022 and held it in 8 quarters.
Marks Group Wealth Management's Suncor Energy position peaked at $824K in Q3 2023.
599 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Marks Group Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.