Shepherd Kaplan Krochuk’s Suncor Energy SU Stock Holding History

Shepherd Kaplan Krochuk’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	–	Sell	-7,500	Closed	-$211K	–	129
2022 Q3	$211K	Sell	7,500 -600	-7%	-$19K	0.11%	117
2022 Q2	$284K	Hold	8,100	–	–	0.12%	130
2022 Q1	$264K	Hold	8,100	–	–	0.1%	146
2021 Q4	$203K	Buy	+8,100	New	+$197K	0.07%	168
2021 Q3	–	Sell	-8,430	Closed	-$202K	–	204
2021 Q2	$202K	Buy	+8,430	New	+$193K	0.07%	168
2020 Q1	–	Sell	-20,000	Closed	-$656K	–	165
2019 Q4	$656K	Buy	20,000 +6,700	+50%	+$209K	0.5%	58
2019 Q3	$420K	Buy	+13,300	New	+$400K	0.31%	102
2018 Q4	–	Sell	-5,300	Closed	-$205K	–	235
2018 Q3	$205K	Hold	5,300	–	–	0.11%	179
2018 Q2	$216K	Buy	+5,300	New	+$207K	0.13%	164
2015 Q3	–	Sell	-13,732	Closed	-$378K	–	451
2015 Q2	$378K	Buy	13,732 +6,232	+83%	+$188K	0.07%	204
2015 Q1	$219K	Hold	7,500	–	–	0.04%	281
2014 Q4	$238K	Hold	7,500	–	–	0.04%	314
2014 Q3	$271K	Sell	7,500 -6,191	-45%	-$248K	0.03%	358
2014 Q2	$583K	Buy	13,691 +3,691	+37%	+$144K	0.06%	201
2014 Q1	$350K	Sell	10,000 -5,000	-33%	-$167K	0.04%	270
2013 Q4	$526K	Buy	15,000 +5,000	+50%	+$176K	0.07%	202
2013 Q3	$358K	Sell	10,000 -4,500	-31%	-$150K	0.06%	245
2013 Q2	$428K	Buy	+14,500	New	+$437K	0.08%	218

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Shepherd Kaplan Krochuk's SU Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 7,500 shares — an estimated $211K sold.

Shepherd Kaplan Krochuk first reported a position in SU in Q2 2013 and held it in 18 quarters. The position peaked at $656K in Q4 2019. 591 funds tracked by Wall St. Rank hold SU as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 7,500 Suncor Energy shares in Q4 2022, an estimated $211K.
Shepherd Kaplan Krochuk first reported a position in Suncor Energy in Q2 2013 and held it in 18 quarters.
Shepherd Kaplan Krochuk's Suncor Energy position peaked at $656K in Q4 2019.
591 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.