Navellier & Associates’s Suncor Energy SU Stock Holding History

Navellier & 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
2023 Q2	–	Sell	-89,665	Closed	-$2.78M	–	301
2023 Q1	$2.78M	Sell	89,665 -2,924	-3%	-$95.1K	0.59%	66
2022 Q4	$2.94M	Sell	92,589 -1,310	-1%	-$43.1K	0.6%	59
2022 Q3	$2.64M	Buy	93,899 +56,435	+151%	+$1.78M	0.59%	53
2022 Q2	$1.31M	Buy	37,464 +1,751	+5%	+$63.8K	0.28%	98
2022 Q1	$1.16M	Buy	+35,713	New	+$1.06M	0.2%	117
2018 Q4	–	Sell	-21,731	Closed	-$841K	–	299
2018 Q3	$841K	Buy	21,731 +4,388	+25%	+$178K	0.11%	162
2018 Q2	$706K	Buy	+17,343	New	+$676K	0.1%	167

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Sanders Capital

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

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services

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