Richard Bernstein Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-81,202
| Closed | -$3M | – | 233 |
|
2024
Q3 | $3M | Buy |
+81,202
| New | +$3M | 0.06% | 168 |
|
2023
Q2 | – | Sell |
-84,017
| Closed | -$2.61M | – | 206 |
|
2023
Q1 | $2.61M | Buy |
+84,017
| New | +$2.61M | 0.06% | 138 |
|
2022
Q4 | – | Sell |
-123,387
| Closed | -$3.47M | – | 237 |
|
2022
Q3 | $3.47M | Buy |
+123,387
| New | +$3.47M | 0.09% | 111 |
|