Private Ocean’s Suncor Energy SU Stock Holding History

Private Ocean’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	$4.3K	Buy	+113	New	+$4.37K	﹤0.01%	461
2022 Q1	–	Sell	-165	Closed	-$4K	–	705
2021 Q4	$4K	Hold	165	–	–	﹤0.01%	485
2021 Q3	$3K	Hold	165	–	–	﹤0.01%	495
2021 Q2	$4K	Sell	165 -80	-33%	-$1.83K	﹤0.01%	471
2021 Q1	$5K	Buy	+245	New	+$4.8K	﹤0.01%	495

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Private Ocean's SU Position: Q2 2024 in Review

Private Ocean opened a new position in Suncor Energy (SU) in Q2 2024: 113 shares worth $4.3K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Private Ocean previously reported a position in SU as recently as Q4 2021.

Private Ocean first reported a position in SU in Q1 2021 and has held it in 5 quarters since. The position peaked at $5K in Q1 2021. 634 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Private Ocean held 113 shares of Suncor Energy worth $4.3K as of Q2 2024.
Suncor Energy was a new Private Ocean position in Q2 2024.
Suncor Energy made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #461 holding.
Private Ocean first reported a position in Suncor Energy in Q1 2021 and has held it in 5 quarters since.
Private Ocean's Suncor Energy position peaked at $5K in Q1 2021.
634 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.