Norwood Financial’s Suncor Energy SU Stock Holding History

Norwood Financial’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	$11.1K	Hold	300	–	–	0.02%	241
2023 Q4	$9.61K	Hold	300	–	–	0.01%	230
2023 Q3	$10.3K	Hold	300	–	–	0.02%	225
2023 Q2	$8.79K	Hold	300	–	–	0.01%	231
2023 Q1	$9.31K	Hold	300	–	–	0.01%	223
2022 Q4	$9.52K	Hold	300	–	–	0.02%	221
2022 Q3	$8K	Hold	300	–	–	0.01%	227
2022 Q2	$11K	Hold	300	–	–	0.02%	206
2022 Q1	$10K	Hold	300	–	–	0.01%	219
2021 Q4	$8K	Buy	+300	New	+$7.31K	0.01%	225

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norwood Financial's SU Position: Q1 2024 in Review

Norwood Financial held its Suncor Energy (SU) position steady in Q1 2024 at 300 shares worth $11.1K. The position accounts for 0.02% of the portfolio, ranked #241.

Norwood Financial first reported a position in SU in Q4 2021 and has held it in 10 quarters since. 597 funds tracked by Wall St. Rank hold SU as of Q1 2024.

Norwood Financial held 300 shares of Suncor Energy worth $11.1K as of Q1 2024.
Norwood Financial left its Suncor Energy share count unchanged in Q1 2024.
Suncor Energy made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #241 holding.
Norwood Financial first reported a position in Suncor Energy in Q4 2021 and has held it in 10 quarters since.
597 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.