Tradition Asset Management’s Suncor Energy SU Stock Holding History

Tradition Asset 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
2020 Q2	$193K	Sell	11,476 -1,750	-13%	-$29.9K	0.06%	169
2020 Q1	$208K	Sell	13,226 -125,847	-90%	-$3.3M	0.07%	165
2019 Q4	$4.56M	Sell	139,073 -12,395	-8%	-$387K	1.11%	26
2019 Q3	$4.78M	Buy	151,468 +4,880	+3%	+$147K	1.24%	22
2019 Q2	$4.57M	Buy	+146,588	New	+$4.69M	1.19%	25

Other funds holding SU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Tradition Asset Management's SU Position: Q2 2020 in Review

Tradition Asset Management reduced its Suncor Energy (SU) stake by 13% in Q2 2020, selling an estimated $29.9K and leaving 11,476 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #169.

Tradition Asset Management first reported a position in SU in Q2 2019 and has held it in 5 quarters since. The position peaked at $4.78M in Q3 2019. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

Tradition Asset Management held 11,476 shares of Suncor Energy worth $193K as of Q2 2020.
Tradition Asset Management sold 1,750 Suncor Energy shares in Q2 2020, an estimated $29.9K.
Suncor Energy made up 0.06% of Tradition Asset Management's portfolio in Q2 2020, its #169 holding.
Tradition Asset Management first reported a position in Suncor Energy in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Suncor Energy position peaked at $4.78M in Q3 2019.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.