Polar Capital’s Suncor Energy SU Stock Holding History

Polar Capital’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
2020 Q1	–	Sell	-996,740	Closed	-$37.8M	–	314
2019 Q4	$37.8M	Sell	996,740 -576,802	-37%	-$18M	0.33%	101
2019 Q3	$58.7M	Sell	1,573,542 -436,735	-22%	-$13.1M	0.53%	57
2019 Q2	$73.3M	Sell	2,010,277 -11,420	-0.6%	-$365K	0.64%	46
2019 Q1	$78.1M	Buy	2,021,697 +23,649	+1%	+$770K	0.72%	32
2018 Q4	$68M	Sell	1,998,048 -541,874	-21%	-$18M	0.73%	38
2018 Q3	$113M	Buy	2,539,922 +299,627	+13%	+$12.1M	0.96%	24
2018 Q2	$120M	Buy	2,240,295 +821,277	+58%	+$32M	0.72%	23
2018 Q1	$56.3M	Buy	1,419,018 +4,209	+0.3%	+$147K	0.57%	54
2017 Q4	$58.2M	Sell	1,414,809 -192,067	-12%	-$6.67M	0.6%	41
2017 Q3	$62.7M	Sell	1,606,876 -116,361	-7%	-$3.71M	0.71%	38
2017 Q2	$58.2M	Sell	1,723,237 -272,566	-14%	-$8.38M	0.78%	38
2017 Q1	$72.8M	Sell	1,995,803 -580,348	-23%	-$18.3M	1.09%	21
2016 Q4	$99.9M	Buy	2,576,151 +279,193	+12%	+$8.56M	1.6%	13
2016 Q3	$74.6M	Sell	2,296,958 -170,129	-7%	-$4.65M	1.29%	17
2016 Q2	$78.9M	Buy	2,467,087 +823,425	+50%	+$22.6M	1.49%	13
2016 Q1	$53M	Buy	1,643,662 +280,923	+21%	+$6.8M	1%	28
2015 Q4	$43.4M	Buy	1,362,739 +805,013	+144%	+$22.2M	0.79%	40
2015 Q3	$17.8M	Sell	557,726 -239,412	-30%	-$6.42M	0.36%	94
2015 Q2	$24.5M	Buy	797,138 +232,846	+41%	+$7.04M	0.47%	70
2015 Q1	$18.6M	Sell	564,292 -138,499	-20%	-$4.12M	0.35%	92
2014 Q4	$23.1M	Sell	702,791 -711,527	-50%	-$23.5M	0.45%	67
2014 Q3	$51.1M	Buy	1,414,318 +240,597	+20%	+$9.66M	1.07%	21
2014 Q2	$48.4M	Sell	1,173,721 -244,046	-17%	-$9.51M	1.03%	18
2014 Q1	$49.6M	Buy	1,417,767 +404,432	+40%	+$13.5M	1.13%	20
2013 Q4	$35.5M	Buy	1,013,335 +115,116	+13%	+$4.05M	0.84%	28
2013 Q3	$32.1M	Buy	898,219 +227,484	+34%	+$7.57M	0.86%	27
2013 Q2	$19.8M	Buy	+670,735	New	+$20.2M	0.69%	32

Other funds holding SU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Polar Capital's SU Position: Q1 2020 in Review

Polar Capital sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 996,740 shares — an estimated $37.8M sold.

Polar Capital first reported a position in SU in Q2 2013 and held it in 27 quarters. The position peaked at $120M in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Polar Capital reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Polar Capital sold 996,740 Suncor Energy shares in Q1 2020, an estimated $37.8M.
Polar Capital first reported a position in Suncor Energy in Q2 2013 and held it in 27 quarters.
Polar Capital's Suncor Energy position peaked at $120M in Q2 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Polar Capital's 13F filing for Q1 2020, filed 15 May 2020.