Montag & Associates
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Montag & Associates’s Suncor Energy SU Stock Holding History

Montag & Associates’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
-3,400
Closed -$109K – 1006
2023
Q4 		$109K Buy
+3,400
New +$111K 0.01% 465

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Montag & Associates's SU Position: Q1 2024 in Review

Montag & Associates sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 3,400 shares — an estimated $109K sold.

Montag & Associates first reported a position in SU in Q4 2023 and held it in 1 quarter. The position peaked at $109K in Q4 2023. 599 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • Montag & Associates reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
  • Montag & Associates sold 3,400 Suncor Energy shares in Q1 2024, an estimated $109K.
  • Montag & Associates first reported a position in Suncor Energy in Q4 2023 and held it in 1 quarter.
  • Montag & Associates's Suncor Energy position peaked at $109K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.