Stonebridge Capital Advisors’s Suncor Energy SU Stock Holding History

Stonebridge Capital Advisors’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	-70	Closed	-$2.17K	–	994
2023 Q1	$2.17K	Hold	70	–	–	﹤0.01%	803
2022 Q4	$2.22K	Sell	70 -103	-60%	-$3.38K	﹤0.01%	797
2022 Q3	$5K	Buy	173 +69	+66%	+$2.18K	﹤0.01%	687
2022 Q2	$4K	Sell	104 -52	-33%	-$1.89K	﹤0.01%	744
2022 Q1	$5K	Hold	156	–	–	﹤0.01%	781
2021 Q4	$4K	Buy	+156	New	+$3.8K	﹤0.01%	782
2020 Q3	–	Sell	-24	Closed	–	–	637
2020 Q2	$0	Hold	24	–	–	﹤0.01%	839
2020 Q1	$0	Sell	24 -230	-91%	-$6.03K	﹤0.01%	852
2019 Q4	$8K	Buy	254 +180	+243%	+$5.62K	﹤0.01%	587
2019 Q3	$2K	Hold	74	–	–	﹤0.01%	741
2019 Q2	$2K	Buy	+74	New	+$2.37K	﹤0.01%	787

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

Stonebridge Capital Advisors's SU Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 70 shares — an estimated $2.17K sold.

Stonebridge Capital Advisors first reported a position in SU in Q2 2019 and held it in 11 quarters. The position peaked at $8K in Q4 2019. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

Stonebridge Capital Advisors reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 70 Suncor Energy shares in Q2 2023, an estimated $2.17K.
Stonebridge Capital Advisors first reported a position in Suncor Energy in Q2 2019 and held it in 11 quarters.
Stonebridge Capital Advisors's Suncor Energy position peaked at $8K in Q4 2019.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.