NKCFO LLC’s Suncor Energy SU Stock Holding History

NKCFO LLC’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	-14,000	Closed	-$435K	–	104
2023 Q1	$435K	Sell	14,000 -1,200	-8%	-$39K	0.21%	38
2022 Q4	$482K	Buy	15,200 +3,000	+25%	+$98.6K	0.23%	34
2022 Q3	$343K	Buy	12,200 +4,000	+49%	+$126K	0.16%	39
2022 Q2	$288K	Buy	+8,200	New	+$299K	0.1%	50
2020 Q4	–	Sell	-106,300	Closed	-$1.3M	–	134
2020 Q3	$1.3M	Buy	+106,300	New	+$1.66M	0.56%	22

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

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

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

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

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

NKCFO LLC's SU Position: Q2 2023 in Review

NKCFO LLC sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 14,000 shares — an estimated $435K sold.

NKCFO LLC first reported a position in SU in Q3 2020 and held it in 5 quarters. The position peaked at $1.3M in Q3 2020. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

NKCFO LLC reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
NKCFO LLC sold 14,000 Suncor Energy shares in Q2 2023, an estimated $435K.
NKCFO LLC first reported a position in Suncor Energy in Q3 2020 and held it in 5 quarters.
NKCFO LLC's Suncor Energy position peaked at $1.3M in Q3 2020.
563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on NKCFO LLC's 13F filing for Q2 2023, filed 2 Aug 2023.