Sargent Bickham Lagudis’s Suncor Energy SU Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$9.52K	Hold	300	–	–	﹤0.01%	734
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	730
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	686
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	712
2021 Q4	$8K	Sell	300 -220	-42%	-$5.36K	﹤0.01%	748
2021 Q3	$11K	Buy	520 +220	+73%	+$4.4K	﹤0.01%	706
2021 Q2	$7K	Hold	300	–	–	﹤0.01%	769
2021 Q1	$6K	Hold	300	–	–	﹤0.01%	779
2020 Q4	$5K	Hold	300	–	–	﹤0.01%	746
2020 Q3	$4K	Sell	300 -300	-50%	-$4.7K	﹤0.01%	682
2020 Q2	$10K	Hold	600	–	–	﹤0.01%	585
2020 Q1	$9K	Hold	600	–	–	﹤0.01%	575
2019 Q4	$20K	Hold	600	–	–	﹤0.01%	524
2019 Q3	$19K	Hold	600	–	–	﹤0.01%	481
2019 Q2	$19K	Sell	600 -1,185	-66%	-$37.9K	﹤0.01%	500
2019 Q1	$58K	Buy	1,785 +1,185	+198%	+$38.6K	0.01%	359
2018 Q4	$17K	Hold	600	–	–	﹤0.01%	516
2018 Q3	$23K	Hold	600	–	–	﹤0.01%	479
2018 Q2	$24K	Hold	600	–	–	﹤0.01%	462
2018 Q1	$21K	Hold	600	–	–	﹤0.01%	471
2017 Q4	$22K	Hold	600	–	–	﹤0.01%	483
2017 Q3	$21K	Hold	600	–	–	﹤0.01%	491
2017 Q2	$18K	Hold	600	–	–	﹤0.01%	495
2017 Q1	$18K	Hold	600	–	–	﹤0.01%	500
2016 Q4	$20K	Hold	600	–	–	﹤0.01%	461
2016 Q3	$17K	Hold	600	–	–	﹤0.01%	498
2016 Q2	$17K	Buy	600 +300	+100%	+$8.22K	﹤0.01%	486
2016 Q1	$8K	Buy	+300	New	+$7.26K	﹤0.01%	590

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Sargent Bickham Lagudis's SU Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Suncor Energy (SU) position steady in Q4 2022 at 300 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Sargent Bickham Lagudis first reported a position in SU in Q1 2016 and has held it in 28 quarters since. The position peaked at $58K in Q1 2019. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

Sargent Bickham Lagudis held 300 shares of Suncor Energy worth $9.52K as of Q4 2022.
Sargent Bickham Lagudis left its Suncor Energy share count unchanged in Q4 2022.
Suncor Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #734 holding.
Sargent Bickham Lagudis first reported a position in Suncor Energy in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Suncor Energy position peaked at $58K in Q1 2019.
590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.