Peterson Financial Group’s Suncor Energy SU Stock Holding History

Peterson Financial Group’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 Q3	$9.48K	Buy	+257	New	+$9.93K	0.04%	215

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Peterson Financial Group's SU Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Suncor Energy (SU) in Q3 2024: 257 shares worth $9.48K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings.

637 funds tracked by Wall St. Rank hold SU as of Q3 2024.

Peterson Financial Group held 257 shares of Suncor Energy worth $9.48K as of Q3 2024.
Suncor Energy was a new Peterson Financial Group position in Q3 2024.
Suncor Energy made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #215 holding.
637 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.