Schubert & Co’s Suncor Energy SU Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-61	Closed	-$1.9K	–	1328
2023 Q1	$1.9K	Sell	61 -158	-72%	-$5.14K	﹤0.01%	937
2022 Q4	$6.95K	Buy	+219	New	+$7.2K	0.01%	311
2022 Q3	–	Sell	-197	Closed	-$7K	–	1572
2022 Q2	$7K	Buy	+197	New	+$7.17K	0.01%	260

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Schubert & Co's SU Position: Q2 2023 in Review

Schubert & Co sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 61 shares — an estimated $1.9K sold.

Schubert & Co first reported a position in SU in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

Schubert & Co reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 61 Suncor Energy shares in Q2 2023, an estimated $1.9K.
Schubert & Co first reported a position in Suncor Energy in Q2 2022 and held it in 3 quarters.
Schubert & Co's Suncor Energy position peaked at $7K in Q2 2022.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.