Resource Management’s Suncor Energy SU Stock Holding History

Resource Management’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	$5.69M	Sell	227,298 -7,969	-3%	-$194K	0.59%	19
2021 Q3	$4.88M	Hold	235,267	–	–	0.56%	21
2021 Q2	$5.64M	Sell	235,267 -8,814	-4%	-$202K	0.65%	19
2021 Q1	$5.1M	Buy	244,081 +9,063	+4%	+$178K	0.61%	21
2020 Q4	$3.94M	Sell	235,018 -10,467	-4%	-$154K	0.54%	24
2020 Q3	$3M	Sell	245,485 -2,634	-1%	-$41.2K	0.49%	24
2020 Q2	$4.18M	Hold	248,119	–	–	0.72%	20
2020 Q1	$3.92M	Sell	248,119 -11,921	-5%	-$313K	0.83%	21
2019 Q4	$8.53M	Sell	260,040 -2,187	-0.8%	-$68.3K	1.37%	12
2019 Q3	$8.28M	Sell	262,227 -6,175	-2%	-$186K	1.44%	11
2019 Q2	$8.36M	Sell	268,402 -17,771	-6%	-$569K	1.45%	10
2019 Q1	$9.28M	Sell	286,173 -1,921	-0.7%	-$62.6K	1.67%	10
2018 Q4	$8.06M	Sell	288,094 -7,385	-2%	-$245K	1.69%	8
2018 Q3	$11.4M	Sell	295,479 -1,484	-0.5%	-$60.1K	2.09%	7
2018 Q2	$12.1M	Buy	296,963 +2,155	+0.7%	+$84K	2.35%	7
2018 Q1	$10.2M	Sell	294,808 -4,274	-1%	-$149K	2.17%	8
2017 Q4	$10M	Buy	+299,082	New	+$10.4M	2.04%	8

Other funds holding SU

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Resource Management's SU Position: Q4 2021 in Review

Resource Management reduced its Suncor Energy (SU) stake by 3.4% in Q4 2021, selling an estimated $194K and leaving 227,298 shares worth $5.69M. The position accounts for 0.59% of the portfolio, ranked #19.

Resource Management first reported a position in SU in Q4 2017 and has held it in 17 quarters since. The position peaked at $12.1M in Q2 2018. 495 funds tracked by Wall St. Rank hold SU as of Q4 2021.

Resource Management held 227,298 shares of Suncor Energy worth $5.69M as of Q4 2021.
Resource Management sold 7,969 Suncor Energy shares in Q4 2021, an estimated $194K.
Suncor Energy made up 0.59% of Resource Management's portfolio in Q4 2021, its #19 holding.
Resource Management first reported a position in Suncor Energy in Q4 2017 and has held it in 17 quarters since.
Resource Management's Suncor Energy position peaked at $12.1M in Q2 2018.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2021.

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