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Retirement Group’s Suncor Energy SU Stock Holding History

Retirement Group’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
Q2 		– Sell
-300
Closed -$6K – 766
2021
Q1 		$6K Hold
300
– – ﹤0.01% 537
2020
Q4 		$5.03M Buy
+300
New +$4.41K 2.31% 10

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Retirement Group's SU Position: Q2 2021 in Review

Retirement Group sold out of Suncor Energy (SU) in Q2 2021, closing a stake of 300 shares — an estimated $6K sold.

Retirement Group first reported a position in SU in Q4 2020 and held it in 2 quarters. The position peaked at $5.03M in Q4 2020. 473 funds tracked by Wall St. Rank hold SU as of Q2 2021.

  • Retirement Group reported no remaining Suncor Energy position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 300 Suncor Energy shares in Q2 2021, an estimated $6K.
  • Retirement Group first reported a position in Suncor Energy in Q4 2020 and held it in 2 quarters.
  • Retirement Group's Suncor Energy position peaked at $5.03M in Q4 2020.
  • 473 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.