Mawer Investment Management
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Mawer Investment Management’s Suncor Energy SU Stock Holding History

Mawer Investment 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
2020
Q1 		– Sell
-72,200
Closed -$2.37M – 100
2019
Q4 		$2.37M Hold
72,200
– – 0.02% 87
2019
Q3 		$2.28M Sell
72,200
-8,443,087
-99% -$254M 0.02% 83
2019
Q2 		$266M Buy
8,515,287
+634,727
+8% +$20.3M 1.72% 20
2019
Q1 		$255M Buy
7,880,560
+299,977
+4% +$9.77M 1.82% 16
2018
Q4 		$213M Buy
7,580,583
+30,823
+0.4% +$1.02M 1.77% 17
2018
Q3 		$294M Buy
7,549,760
+68,165
+0.9% +$2.76M 2.21% 11
2018
Q2 		$305M Buy
7,481,595
+415,172
+6% +$16.2M 2.46% 10
2018
Q1 		$244M Buy
7,066,423
+786,500
+13% +$27.4M 2.04% 13
2017
Q4 		$231M Buy
6,279,923
+1,048,670
+20% +$36.4M 1.91% 17
2017
Q3 		$183M Buy
5,231,253
+434,490
+9% +$13.9M 1.56% 24
2017
Q2 		$140M Buy
4,796,763
+492,967
+11% +$15.2M 1.29% 30
2017
Q1 		$132M Buy
4,303,796
+846,539
+24% +$26.7M 1.27% 30
2016
Q4 		$114M Buy
3,457,257
+134,602
+4% +$4.13M 1.16% 30
2016
Q3 		$91.8M Buy
3,322,655
+41,272
+1% +$1.13M 0.96% 42
2016
Q2 		$118M Buy
3,281,383
+116,191
+4% +$3.19M 1.66% 20
2016
Q1 		$87.9M Buy
3,165,192
+77,546
+3% +$1.88M 1.02% 37
2015
Q4 		$79.6M Buy
3,087,646
+34,367
+1% +$949K 1.02% 37
2015
Q3 		$82M Buy
3,053,279
+35,129
+1% +$942K 1.12% 32
2015
Q2 		$83.2M Buy
3,018,150
+12,916
+0.4% +$390K 1.06% 33
2015
Q1 		$87.7M Buy
3,005,234
+15,783
+0.5% +$469K 1.12% 33
2014
Q4 		$95.1M Buy
2,989,451
+84,451
+3% +$2.79M 1.23% 27
2014
Q3 		$105M Buy
2,905,000
+146,464
+5% +$5.88M 1.41% 22
2014
Q2 		$118M Buy
2,758,536
+245,940
+10% +$9.58M 1.56% 20
2014
Q1 		$87.8M Buy
2,512,596
+169,984
+7% +$5.66M 1.25% 30
2013
Q4 		$82M Sell
2,342,612
-28,114
-1% -$988K 1.2% 34
2013
Q3 		$84.9M Buy
+2,370,726
New +$78.9M 1.36% 21

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Mawer Investment Management's SU Position: Q1 2020 in Review

Mawer Investment Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 72,200 shares — an estimated $2.37M sold.

Mawer Investment Management first reported a position in SU in Q3 2013 and held it in 26 quarters. The position peaked at $305M in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Mawer Investment Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Mawer Investment Management sold 72,200 Suncor Energy shares in Q1 2020, an estimated $2.37M.
  • Mawer Investment Management first reported a position in Suncor Energy in Q3 2013 and held it in 26 quarters.
  • Mawer Investment Management's Suncor Energy position peaked at $305M in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Mawer Investment Management's 13F filing for Q1 2020, filed 7 May 2020.