TWI
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Thomas White International’s Suncor Energy SU Stock Holding History

Thomas White International’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
-54,505
Closed -$1.69M – 271
2023
Q1 		$1.69M Buy
54,505
+1,203
+2% +$39.1K 0.36% 92
2022
Q4 		$1.69M Sell
53,302
-20,653
-28% -$679K 0.37% 92
2022
Q3 		$2.08M Sell
73,955
-5,355
-7% -$169K 0.49% 64
2022
Q2 		$2.78M Buy
+79,310
New +$2.89M 0.56% 50
2020
Q2 		– Sell
-53,930
Closed -$852K – 298
2020
Q1 		$852K Sell
53,930
-1,262
-2% -$33.1K 0.19% 132
2019
Q4 		$1.81M Sell
55,192
-2,309
-4% -$72.1K 0.3% 103
2019
Q3 		$1.82M Sell
57,501
-1,886
-3% -$56.7K 0.33% 98
2019
Q2 		$1.85M Sell
59,387
-2,889
-5% -$92.4K 0.33% 92
2019
Q1 		$2.02M Sell
62,276
-4,310
-6% -$140K 0.36% 86
2018
Q4 		$1.86M Sell
66,586
-10,343
-13% -$344K 0.37% 83
2018
Q3 		$2.98M Sell
76,929
-277
-0.4% -$11.2K 0.49% 65
2018
Q2 		$3.14M Buy
77,206
+753
+1% +$29.3K 0.52% 65
2018
Q1 		$2.64M Sell
76,453
-2,857
-4% -$99.5K 0.43% 79
2017
Q4 		$2.91M Sell
79,310
-2,059
-3% -$71.5K 0.48% 73
2017
Q3 		$2.85M Sell
81,369
-10,209
-11% -$326K 0.5% 71
2017
Q2 		$2.67M Sell
91,578
-50,347
-35% -$1.55M 0.46% 70
2017
Q1 		$4.36M Sell
141,925
-12,639
-8% -$398K 0.63% 61
2016
Q4 		$5.05M Buy
+154,564
New +$4.74M 0.75% 50

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thomas White International's SU Position: Q2 2023 in Review

Thomas White International sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 54,505 shares — an estimated $1.69M sold.

Thomas White International first reported a position in SU in Q4 2016 and held it in 18 quarters. The position peaked at $5.05M in Q4 2016. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • Thomas White International reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • Thomas White International sold 54,505 Suncor Energy shares in Q2 2023, an estimated $1.69M.
  • Thomas White International first reported a position in Suncor Energy in Q4 2016 and held it in 18 quarters.
  • Thomas White International's Suncor Energy position peaked at $5.05M in Q4 2016.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Thomas White International's 13F filing for Q2 2023, filed 14 Aug 2023.