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McClarren Financial Advisors’s Suncor Energy SU Stock Holding History

McClarren Financial Advisors’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
Q3 		– Sell
-349
Closed -$8K – 337
2021
Q2 		$8K Buy
+349
New +$8.01K 0.01% 236

Other funds holding SU

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

McClarren Financial Advisors's SU Position: Q3 2021 in Review

McClarren Financial Advisors sold out of Suncor Energy (SU) in Q3 2021, closing a stake of 349 shares — an estimated $8K sold.

McClarren Financial Advisors first reported a position in SU in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 449 funds tracked by Wall St. Rank hold SU as of Q3 2021.

  • McClarren Financial Advisors reported no remaining Suncor Energy position as of Q3 2021 after selling out during the quarter.
  • McClarren Financial Advisors sold 349 Suncor Energy shares in Q3 2021, an estimated $8K.
  • McClarren Financial Advisors first reported a position in Suncor Energy in Q2 2021 and held it in 1 quarter.
  • McClarren Financial Advisors's Suncor Energy position peaked at $8K in Q2 2021.
  • 449 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on McClarren Financial Advisors's 13F filing for Q3 2021, filed 15 Oct 2021.