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Next Financial Group’s Suncor Energy SU Stock Holding History

Next Financial Group’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
Q4 		$38K Sell
1,538
-37
-2% -$901 ﹤0.01% 1601
2021
Q3 		$33K Sell
1,575
-1,655
-51% -$33.1K ﹤0.01% 1600
2021
Q2 		$77K Buy
3,230
+2,973
+1,157% +$68.2K 0.01% 1227
2021
Q1 		$5K Buy
257
+43
+20% +$843 ﹤0.01% 2121
2020
Q4 		$4K Buy
214
+116
+118% +$1.7K ﹤0.01% 2053
2020
Q3 		$1K Buy
+98
New +$1.53K ﹤0.01% 2141
2020
Q2 		– Sell
-176
Closed -$3K – 1742
2020
Q1 		$3K Hold
176
– – ﹤0.01% 1864
2019
Q4 		$6K Sell
176
-91
-34% -$2.84K ﹤0.01% 1931
2019
Q3 		$8K Buy
267
+100
+60% +$3.01K ﹤0.01% 1784
2019
Q2 		$5K Buy
+167
New +$5.34K ﹤0.01% 1906
2019
Q1 		– Sell
-167
Closed -$5K – 2084
2018
Q4 		$5K Buy
167
+98
+142% +$3.26K ﹤0.01% 1558
2018
Q3 		$3K Buy
+69
New +$2.79K ﹤0.01% 1269
2017
Q4 		– Sell
-69
Closed -$2K – 1274
2017
Q3 		$2K Sell
69
-360
-84% -$11.5K ﹤0.01% 1624
2017
Q2 		$13K Hold
429
– – ﹤0.01% 1244
2017
Q1 		$13K Sell
429
-855
-67% -$26.9K ﹤0.01% 1189
2016
Q4 		$42K Buy
1,284
+35
+3% +$1.07K 0.01% 1040
2016
Q3 		$35K Buy
1,249
+889
+247% +$24.3K 0.01% 1103
2016
Q2 		$9K Buy
+360
New +$9.87K ﹤0.01% 1241
2015
Q4 		– Sell
-400
Closed -$10K – 1936
2015
Q3 		$10K Sell
400
-100
-20% -$2.68K ﹤0.01% 1214
2015
Q2 		$13K Sell
500
-325
-39% -$9.82K ﹤0.01% 1176
2015
Q1 		$24K Sell
825
-400
-33% -$11.9K 0.01% 927
2014
Q4 		$39K Sell
1,225
-1,175
-49% -$38.9K 0.01% 741
2014
Q3 		$87K Buy
+2,400
New +$96.3K 0.02% 705

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Next Financial Group's SU Position: Q4 2021 in Review

Next Financial Group reduced its Suncor Energy (SU) stake by 2.3% in Q4 2021, selling an estimated $901 and leaving 1,538 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Next Financial Group first reported a position in SU in Q3 2014 and has held it in 23 quarters since. The position peaked at $87K in Q3 2014. 494 funds tracked by Wall St. Rank hold SU as of Q4 2021.

  • Next Financial Group held 1,538 shares of Suncor Energy worth $38K as of Q4 2021.
  • Next Financial Group sold 37 Suncor Energy shares in Q4 2021, an estimated $901.
  • Suncor Energy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1601 holding.
  • Next Financial Group first reported a position in Suncor Energy in Q3 2014 and has held it in 23 quarters since.
  • Next Financial Group's Suncor Energy position peaked at $87K in Q3 2014.
  • 494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.