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Passumpsic Savings Bank’s Suncor Energy SU Stock Holding History

Passumpsic Savings Bank’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
Q2 		– Sell
-9,754
Closed -$360K – 99
2024
Q1 		$360K Buy
+9,754
New +$328K 0.23% 82

Other funds holding SU

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EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Passumpsic Savings Bank's SU Position: Q2 2024 in Review

Passumpsic Savings Bank sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 9,754 shares — an estimated $360K sold.

Passumpsic Savings Bank first reported a position in SU in Q1 2024 and held it in 1 quarter. The position peaked at $360K in Q1 2024. 635 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Passumpsic Savings Bank reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Passumpsic Savings Bank sold 9,754 Suncor Energy shares in Q2 2024, an estimated $360K.
  • Passumpsic Savings Bank first reported a position in Suncor Energy in Q1 2024 and held it in 1 quarter.
  • Passumpsic Savings Bank's Suncor Energy position peaked at $360K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Passumpsic Savings Bank's 13F filing for Q2 2024, filed 13 Aug 2024.