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Tilia Fiduciary Partners’s Suncor Energy SU Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-545
Closed -$16K – 439
2023
Q2 		$16K Hold
545
– – 0.01% 324
2023
Q1 		$16.9K Hold
545
– – 0.02% 321
2022
Q4 		$17.3K Hold
545
– – 0.02% 307
2022
Q3 		$17K Hold
545
– – 0.02% 306
2022
Q2 		$17K Buy
+545
New +$19.8K 0.02% 323

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
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 $115B AUM 41.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Tilia Fiduciary Partners's SU Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Suncor Energy (SU) in Q3 2023, closing a stake of 545 shares — an estimated $16K sold.

Tilia Fiduciary Partners first reported a position in SU in Q2 2022 and held it in 5 quarters. The position peaked at $17.3K in Q4 2022. 569 funds tracked by Wall St. Rank hold SU as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Suncor Energy position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 545 Suncor Energy shares in Q3 2023, an estimated $16K.
  • Tilia Fiduciary Partners first reported a position in Suncor Energy in Q2 2022 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Suncor Energy position peaked at $17.3K in Q4 2022.
  • 569 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.