Sonora Investment Management’s Suncor Energy SU Stock Holding History

Sonora Investment Management’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
2021 Q3	$16K	Hold	779	–	–	﹤0.01%	685
2021 Q2	$19K	Hold	779	–	–	﹤0.01%	587
2021 Q1	$16K	Hold	779	–	–	﹤0.01%	1071
2020 Q4	$13K	Hold	779	–	–	﹤0.01%	1081
2020 Q3	$10K	Hold	779	–	–	﹤0.01%	1218
2020 Q2	$13K	Hold	779	–	–	﹤0.01%	953
2020 Q1	$12K	Hold	779	–	–	﹤0.01%	945
2019 Q4	$26K	Sell	779 -123	-14%	-$3.84K	﹤0.01%	741
2019 Q3	$28K	Hold	902	–	–	﹤0.01%	696
2019 Q2	$28K	Buy	902 +400	+80%	+$12.8K	﹤0.01%	708
2019 Q1	$16K	Buy	502 +379	+308%	+$12.3K	﹤0.01%	862
2018 Q4	$3K	Buy	+123	New	+$4.09K	﹤0.01%	1117
2017 Q4	–	Sell	-230	Closed	-$8.06K	–	1224
2017 Q3	$8.06K	Buy	230 +30	+15%	+$958	﹤0.01%	779
2017 Q2	$5.84K	Hold	200	–	–	﹤0.01%	812
2017 Q1	$6.15K	Hold	200	–	–	﹤0.01%	757
2016 Q4	$6.54K	Hold	200	–	–	﹤0.01%	669
2016 Q3	$5.56K	Hold	200	–	–	﹤0.01%	665
2016 Q2	$5.55K	Hold	200	–	–	﹤0.01%	675
2016 Q1	$5.7K	Buy	+200	New	+$4.84K	﹤0.01%	710
2015 Q4	–	Sell	-200	Closed	-$5K	–	1120
2015 Q3	$5K	Buy	+200	New	+$5.37K	﹤0.01%	742

Other funds holding SU

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sonora Investment Management's SU Position: Q3 2021 in Review

Sonora Investment Management held its Suncor Energy (SU) position steady in Q3 2021 at 779 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Sonora Investment Management first reported a position in SU in Q3 2015 and has held it in 20 quarters since. The position peaked at $28K in Q3 2019. 450 funds tracked by Wall St. Rank hold SU as of Q3 2021.

Sonora Investment Management held 779 shares of Suncor Energy worth $16K as of Q3 2021.
Sonora Investment Management left its Suncor Energy share count unchanged in Q3 2021.
Suncor Energy made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #685 holding.
Sonora Investment Management first reported a position in Suncor Energy in Q3 2015 and has held it in 20 quarters since.
Sonora Investment Management's Suncor Energy position peaked at $28K in Q3 2019.
450 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.