Stephens Consulting’s Suncor Energy SU Stock Holding History

Stephens Consulting’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	-1	Closed	-$38	–	555
2022 Q3	$38	Buy	+1	New	+$32	﹤0.01%	558

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

Stephens Consulting's SU Position: Q4 2022 in Review

Stephens Consulting sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 1 share — an estimated $38 sold.

Stephens Consulting first reported a position in SU in Q3 2022 and held it in 1 quarter. The position peaked at $38 in Q3 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

Stephens Consulting reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
Stephens Consulting sold 1 Suncor Energy share in Q4 2022, an estimated $38.
Stephens Consulting first reported a position in Suncor Energy in Q3 2022 and held it in 1 quarter.
Stephens Consulting's Suncor Energy position peaked at $38 in Q3 2022.
590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.