Rational Advisors’s Suncor Energy SU Stock Holding History

Rational Advisors’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 Q4	–	Sell	-805	Closed	-$10K	–	545
2020 Q3	$10K	Buy	+805	New	+$12.6K	﹤0.01%	287
2016 Q2	–	Sell	-11,700	Closed	-$325K	–	265
2016 Q1	$325K	Buy	+11,700	New	+$283K	0.21%	121
2015 Q3	$398K	Sell	14,900 -58,900	-80%	-$1.58M	0.17%	136
2015 Q2	$2.03M	Sell	73,800 -14,650	-17%	-$443K	0.69%	58
2015 Q1	$2.59M	Sell	88,450 -5,850	-6%	-$174K	0.66%	52
2014 Q4	$3M	Buy	+94,300	New	+$3.12M	0.62%	55
2013 Q4	$4.43M	Sell	126,400 -600	-0.5%	-$21.1K	0.38%	78
2013 Q3	$4.54M	Buy	127,000 +65,400	+106%	+$2.18M	0.38%	76
2013 Q2	$1.82M	Buy	+61,600	New	+$1.86M	0.16%	228

Other funds holding SU

Fidelity International

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Fidelity Investments

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Sanders Capital

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

TD Asset Management

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

Manulife (Manufacturers Life Insurance)

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