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	0.16%	136
2015 Q2	$2.03M	Sell	73,800 -14,650	-17%	-$443K	0.65%	58
2015 Q1	$2.59M	Sell	88,450 -5,850	-6%	-$174K	0.63%	52
2014 Q4	$3M	Buy	+94,300	New	+$3.12M	0.59%	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	0.35%	76
2013 Q2	$1.82M	Buy	+61,600	New	+$1.86M	0.15%	228

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

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

PIF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Rational Advisors's SU Position: Q4 2020 in Review

Rational Advisors sold out of Suncor Energy (SU) in Q4 2020, closing a stake of 805 shares — an estimated $10K sold.

Rational Advisors first reported a position in SU in Q2 2013 and held it in 9 quarters. The position peaked at $4.54M in Q3 2013. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

Rational Advisors reported no remaining Suncor Energy position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 805 Suncor Energy shares in Q4 2020, an estimated $10K.
Rational Advisors first reported a position in Suncor Energy in Q2 2013 and held it in 9 quarters.
Rational Advisors's Suncor Energy position peaked at $4.54M in Q3 2013.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.