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 $570B AUM 27.57% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return