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
2015 Q1	–	Sell	-2,000	Closed	-$64K	–	451
2014 Q4	$64K	Hold	2,000	–	–	0.01%	435
2014 Q3	$72K	Hold	2,000	–	–	0.01%	510
2014 Q2	$85K	Sell	2,000 -1,000	-33%	-$39K	0.01%	516
2014 Q1	$105K	Buy	+3,000	New	+$99.9K	0.01%	525
2013 Q4	–	Sell	-5,000	Closed	-$179K	–	607
2013 Q3	$179K	Sell	5,000 -1,000	-17%	-$33.3K	0.03%	451
2013 Q2	$177K	Buy	+6,000	New	+$181K	0.03%	449

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.