MU Investments Company’s Suncor Energy SU Stock Holding History

MU Investments Company’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
2023 Q3	$3.53M	Sell	100,300 -900	-0.9%	-$28.9K	4.72%	8
2023 Q2	$2.95M	Sell	101,200 -600	-0.6%	-$17.9K	3.73%	17
2023 Q1	$3.16M	Sell	101,800 -5,200	-5%	-$169K	4.15%	14
2022 Q4	$3.36M	Buy	+107,000	New	+$3.52M	4.31%	2
2017 Q4	–	Sell	-600	Closed	-$21K	–	174
2017 Q3	$21K	Sell	600 -200	-25%	-$6.38K	0.02%	150
2017 Q2	$24K	Sell	800 -300	-27%	-$9.22K	0.02%	165
2017 Q1	$34K	Buy	+1,100	New	+$34.6K	0.02%	160
2016 Q2	–	Sell	-5,650	Closed	-$155K	–	194
2016 Q1	$155K	Hold	5,650	–	–	0.1%	158
2015 Q4	$151K	Sell	5,650 -2,724	-33%	-$75.2K	0.09%	178
2015 Q3	$221K	Sell	8,374 -700	-8%	-$18.8K	0.12%	165
2015 Q2	$247K	Hold	9,074	–	–	0.12%	175
2015 Q1	$264K	Sell	9,074 -600	-6%	-$17.8K	0.12%	161
2014 Q4	$310K	Buy	9,674 +100	+1%	+$3.31K	0.13%	147
2014 Q3	$345K	Sell	9,574 -540	-5%	-$21.7K	0.17%	109
2014 Q2	$433K	Sell	10,114 -1,600	-14%	-$62.3K	0.2%	95
2014 Q1	$405K	Sell	11,714 -1,350	-10%	-$45K	0.19%	113
2013 Q4	$450K	Sell	13,064 -310	-2%	-$10.9K	0.19%	130
2013 Q3	$484K	Sell	13,374 -4,250	-24%	-$141K	0.23%	98
2013 Q2	$518K	Buy	+17,624	New	+$531K	0.22%	151

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MU Investments Company's SU Position: Q3 2023 in Review

MU Investments Company reduced its Suncor Energy (SU) stake by 0.89% in Q3 2023, selling an estimated $28.9K and leaving 100,300 shares worth $3.53M. The position accounts for 4.72% of the portfolio, ranked #8.

MU Investments Company first reported a position in SU in Q2 2013 and has held it in 19 quarters since. 569 funds tracked by Wall St. Rank hold SU as of Q3 2023.

MU Investments Company held 100,300 shares of Suncor Energy worth $3.53M as of Q3 2023.
MU Investments Company sold 900 Suncor Energy shares in Q3 2023, an estimated $28.9K.
Suncor Energy made up 4.72% of MU Investments Company's portfolio in Q3 2023, its #8 holding.
MU Investments Company first reported a position in Suncor Energy in Q2 2013 and has held it in 19 quarters since.
569 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on MU Investments Company's 13F filing for Q3 2023, filed 7 Nov 2023.