Osborn Williams & Donohoe’s Suncor Energy SU Stock Holding History

Osborn Williams & Donohoe’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
2020 Q1	–	Sell	-8,212	Closed	-$269K	–	296
2019 Q4	$269K	Sell	8,212 -400	-5%	-$12.5K	0.03%	278
2019 Q3	$272K	Buy	8,612 +1,862	+28%	+$56K	0.03%	276
2019 Q2	$210K	Hold	6,750	–	–	0.02%	307
2019 Q1	$222K	Buy	+6,750	New	+$220K	0.02%	328
2018 Q4	–	Sell	-8,150	Closed	-$315K	–	230
2018 Q3	$315K	Hold	8,150	–	–	0.05%	206
2018 Q2	$332K	Hold	8,150	–	–	0.06%	193
2018 Q1	$282K	Hold	8,150	–	–	0.05%	196
2017 Q4	$299K	Buy	+8,150	New	+$283K	0.05%	191

Other funds holding SU

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Osborn Williams & Donohoe's SU Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 8,212 shares — an estimated $269K sold.

Osborn Williams & Donohoe first reported a position in SU in Q4 2017 and held it in 8 quarters. The position peaked at $332K in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Osborn Williams & Donohoe reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Osborn Williams & Donohoe sold 8,212 Suncor Energy shares in Q1 2020, an estimated $269K.
Osborn Williams & Donohoe first reported a position in Suncor Energy in Q4 2017 and held it in 8 quarters.
Osborn Williams & Donohoe's Suncor Energy position peaked at $332K in Q2 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.