Petrus Trust Company’s Suncor Energy SU Stock Holding History

Petrus Trust Company’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
2023 Q2	–	Sell	-14,078	Closed	-$437K	–	734
2023 Q1	$437K	Buy	14,078 +5,384	+62%	+$175K	0.05%	137
2022 Q4	$276K	Buy	+8,694	New	+$286K	0.04%	302
2020 Q4	–	Sell	-11,387	Closed	-$139K	–	220
2020 Q3	$139K	Buy	+11,387	New	+$178K	0.01%	234

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Petrus Trust Company's SU Position: Q2 2023 in Review

Petrus Trust Company sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 14,078 shares — an estimated $437K sold.

Petrus Trust Company first reported a position in SU in Q3 2020 and held it in 3 quarters. The position peaked at $437K in Q1 2023. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

Petrus Trust Company reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
Petrus Trust Company sold 14,078 Suncor Energy shares in Q2 2023, an estimated $437K.
Petrus Trust Company first reported a position in Suncor Energy in Q3 2020 and held it in 3 quarters.
Petrus Trust Company's Suncor Energy position peaked at $437K in Q1 2023.
563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Petrus Trust Company's 13F filing for Q2 2023, filed 14 Aug 2023.