Quilter Plc’s Suncor Energy SU Stock Holding History

Quilter Plc’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
2021 Q4	–	Sell	-13,320	Closed	-$276K	–	293
2021 Q3	$276K	Buy	13,320 +1,200	+10%	+$24K	0.01%	241
2021 Q2	$290K	Buy	+12,120	New	+$278K	0.01%	242
2021 Q1	–	Sell	-65,620	Closed	-$1.1M	–	374
2020 Q4	$1.1M	Buy	+65,620	New	+$964K	0.04%	117

Other funds holding SU

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Quilter Plc's SU Position: Q4 2021 in Review

Quilter Plc sold out of Suncor Energy (SU) in Q4 2021, closing a stake of 13,320 shares — an estimated $276K sold.

Quilter Plc first reported a position in SU in Q4 2020 and held it in 3 quarters. The position peaked at $1.1M in Q4 2020. 494 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Quilter Plc reported no remaining Suncor Energy position as of Q4 2021 after selling out during the quarter.
Quilter Plc sold 13,320 Suncor Energy shares in Q4 2021, an estimated $276K.
Quilter Plc first reported a position in Suncor Energy in Q4 2020 and held it in 3 quarters.
Quilter Plc's Suncor Energy position peaked at $1.1M in Q4 2020.
494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

Based on Quilter Plc's 13F filing for Q4 2021, filed 14 Feb 2022.