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Parsec Financial Management’s Suncor Energy SU Stock Holding History

Parsec Financial Management’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
2022
Q3 		– Sell
-5,750
Closed -$202K – 289
2022
Q2 		$202K Buy
+5,750
New +$209K 0.01% 278

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Parsec Financial Management's SU Position: Q3 2022 in Review

Parsec Financial Management sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 5,750 shares — an estimated $202K sold.

Parsec Financial Management first reported a position in SU in Q2 2022 and held it in 1 quarter. The position peaked at $202K in Q2 2022. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

  • Parsec Financial Management reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
  • Parsec Financial Management sold 5,750 Suncor Energy shares in Q3 2022, an estimated $202K.
  • Parsec Financial Management first reported a position in Suncor Energy in Q2 2022 and held it in 1 quarter.
  • Parsec Financial Management's Suncor Energy position peaked at $202K in Q2 2022.
  • 562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Parsec Financial Management's 13F filing for Q3 2022, filed 7 Nov 2022.