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Sugarloaf Wealth Management’s Suncor Energy SU Stock Holding History

Sugarloaf Wealth 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
Q1 		– Sell
-194
Closed -$3K – 783
2020
Q4 		$3K Sell
194
-145
-43% -$2.13K ﹤0.01% 613
2020
Q3 		$4K Buy
339
+2
+0.6% +$31 ﹤0.01% 553
2020
Q2 		$6K Buy
337
+1
+0.3% +$17 ﹤0.01% 503
2020
Q1 		$5K Buy
336
+2
+0.6% +$52 ﹤0.01% 515
2019
Q4 		$11K Buy
+334
New +$10.4K ﹤0.01% 460

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sugarloaf Wealth Management's SU Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 194 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in SU in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2019. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 194 Suncor Energy shares in Q1 2021, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Suncor Energy in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Suncor Energy position peaked at $11K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.