Obermeyer Wealth Partners’s Suncor Energy SU Stock Holding History

Obermeyer Wealth Partners’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 Q1	–	Sell	-16,425	Closed	-$521K	–	235
2022 Q4	$521K	Buy	16,425 +7,525	+85%	+$247K	0.04%	110
2022 Q3	$251K	Sell	8,900 -81	-0.9%	-$2.56K	0.02%	172
2022 Q2	$315K	Buy	8,981 +2,700	+43%	+$98.3K	0.02%	142
2022 Q1	$205K	Buy	+6,281	New	+$186K	0.01%	225
2013 Q3	–	Sell	-2,625	Closed	-$77K	–	253
2013 Q2	$77K	Buy	+2,625	New	+$79.1K	0.02%	96

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Obermeyer Wealth Partners's SU Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 16,425 shares — an estimated $521K sold.

Obermeyer Wealth Partners first reported a position in SU in Q2 2013 and held it in 5 quarters. The position peaked at $521K in Q4 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Obermeyer Wealth Partners reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 16,425 Suncor Energy shares in Q1 2023, an estimated $521K.
Obermeyer Wealth Partners first reported a position in Suncor Energy in Q2 2013 and held it in 5 quarters.
Obermeyer Wealth Partners's Suncor Energy position peaked at $521K in Q4 2022.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.