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Penn Mutual Asset Management’s Suncor Energy SU Stock Holding History

Penn Mutual Asset 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
Q4 		– Sell
-9,950
Closed -$280K – 70
2022
Q3 		$280K Buy
+9,950
New +$314K 0.37% 57

Other funds holding SU

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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 International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Penn Mutual Asset Management's SU Position: Q4 2022 in Review

Penn Mutual Asset Management sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 9,950 shares — an estimated $280K sold.

Penn Mutual Asset Management first reported a position in SU in Q3 2022 and held it in 1 quarter. The position peaked at $280K in Q3 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

  • Penn Mutual Asset Management reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
  • Penn Mutual Asset Management sold 9,950 Suncor Energy shares in Q4 2022, an estimated $280K.
  • Penn Mutual Asset Management first reported a position in Suncor Energy in Q3 2022 and held it in 1 quarter.
  • Penn Mutual Asset Management's Suncor Energy position peaked at $280K in Q3 2022.
  • 590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Penn Mutual Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.