MC
SU icon

Martin Currie’s Suncor Energy SU Stock Holding History

Martin Currie’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
Q2 		– Sell
-310,400
Closed -$10.1M – 90
2019
Q1 		$10.1M Hold
310,400
– – 0.71% 39
2018
Q4 		$8.68M Buy
310,400
+6,100
+2% +$203K 0.7% 37
2018
Q3 		$11.8M Hold
304,300
– – 0.82% 35
2018
Q2 		$12.4M Buy
304,300
+500
+0.2% +$19.5K 0.86% 28
2018
Q1 		$10.5M Buy
303,800
+2,400
+0.8% +$83.6K 0.73% 35
2017
Q4 		$11.1M Hold
301,400
– – 0.78% 32
2017
Q3 		$10.6M Sell
301,400
-6,100
-2% -$195K 0.81% 40
2017
Q2 		$8.98M Sell
307,500
-66,900
-18% -$2.06M 0.72% 46
2017
Q1 		$11.5M Buy
374,400
+28,500
+8% +$898K 0.95% 38
2016
Q4 		$11.3M Sell
345,900
-15,200
-4% -$466K 1.06% 37
2016
Q3 		$10M Buy
361,100
+343,300
+1,929% +$9.38M 0.91% 40
2016
Q2 		$494K Buy
17,800
+6,400
+56% +$175K 0.05% 81
2016
Q1 		$317K Sell
11,400
-4,500
-28% -$109K 0.03% 86
2015
Q4 		$410K Sell
15,900
-13,200
-45% -$364K 0.04% 82
2015
Q3 		$778K Buy
29,100
+3,000
+11% +$80.5K 0.08% 73
2015
Q2 		$718K Sell
26,100
-49,600
-66% -$1.5M 0.07% 78
2015
Q1 		$2.21M Sell
75,700
-205,300
-73% -$6.1M 0.2% 63
2014
Q4 		$8.93M Buy
+281,000
New +$9.3M 0.77% 46

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Martin Currie's SU Position: Q2 2019 in Review

Martin Currie sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 310,400 shares — an estimated $10.1M sold.

Martin Currie first reported a position in SU in Q4 2014 and held it in 18 quarters. The position peaked at $12.4M in Q2 2018. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

  • Martin Currie reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
  • Martin Currie sold 310,400 Suncor Energy shares in Q2 2019, an estimated $10.1M.
  • Martin Currie first reported a position in Suncor Energy in Q4 2014 and held it in 18 quarters.
  • Martin Currie's Suncor Energy position peaked at $12.4M in Q2 2018.
  • 547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Martin Currie's 13F filing for Q2 2019, filed 14 Aug 2019.