Tradition Capital Management’s Suncor Energy SU Stock Holding History

Tradition Capital 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
2019 Q1	$5.79M	Buy	178,489 +18,809	+12%	+$612K	1.57%	15
2018 Q4	$4.47M	Buy	159,680 +62,405	+64%	+$2.07M	1.4%	24
2018 Q3	$3.76M	Sell	97,275 -8,210	-8%	-$332K	0.98%	36
2018 Q2	$4.29M	Sell	105,485 -5,255	-5%	-$205K	1.22%	28
2018 Q1	$3.82M	Buy	110,740 +6,970	+7%	+$243K	1.09%	33
2017 Q4	$3.81M	Sell	103,770 -6,059	-6%	-$210K	1.03%	36
2017 Q3	$3.85M	Sell	109,829 -8,315	-7%	-$265K	1.25%	29
2017 Q2	$3.45M	Buy	118,144 +29,225	+33%	+$899K	1.14%	30
2017 Q1	$2.73M	Sell	88,919 -3,160	-3%	-$99.5K	0.89%	40
2016 Q4	$3.01M	Sell	92,079 -1,795	-2%	-$55K	1%	36
2016 Q3	$2.61M	Buy	93,874 +680	+0.7%	+$18.6K	0.91%	36
2016 Q2	$2.58M	Sell	93,194 -6,145	-6%	-$168K	0.87%	39
2016 Q1	$2.76M	Buy	99,339 +27,069	+37%	+$655K	0.92%	35
2015 Q4	$1.86M	Buy	72,270 +30,725	+74%	+$848K	0.63%	54
2015 Q3	$1.11M	Sell	41,545 -30,509	-42%	-$818K	0.41%	70
2015 Q2	$1.98M	Sell	72,054 -83,028	-54%	-$2.51M	0.65%	59
2015 Q1	$4.54M	Sell	155,082 -5,947	-4%	-$177K	1.47%	24
2014 Q4	$5.12M	Buy	161,029 +3,335	+2%	+$110K	1.63%	20
2014 Q3	$5.7M	Buy	157,694 +53,124	+51%	+$2.13M	1.82%	14
2014 Q2	$4.46M	Buy	104,570 +687	+0.7%	+$26.8K	1.4%	28
2014 Q1	$3.63M	Buy	103,883 +4,961	+5%	+$165K	1.18%	34
2013 Q4	$3.47M	Buy	98,922 +2,295	+2%	+$80.7K	1.13%	35
2013 Q3	$3.46M	Buy	96,627 +2,679	+3%	+$89.1K	1.22%	32
2013 Q2	$2.77M	Buy	+93,948	New	+$2.83M	1.02%	36

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Tradition Capital Management's SU Position: Q1 2019 in Review

Tradition Capital Management increased its Suncor Energy (SU) stake by 12% in Q1 2019, buying an estimated $612K and bringing the position to 178,489 shares worth $5.79M. The position accounts for 1.57% of the portfolio, ranked #15.

Tradition Capital Management first reported a position in SU in Q2 2013 and has held it in 24 quarters since. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Tradition Capital Management held 178,489 shares of Suncor Energy worth $5.79M as of Q1 2019.
Tradition Capital Management bought 18,809 Suncor Energy shares in Q1 2019, an estimated $612K.
Suncor Energy made up 1.57% of Tradition Capital Management's portfolio in Q1 2019, its #15 holding.
Tradition Capital Management first reported a position in Suncor Energy in Q2 2013 and has held it in 24 quarters since.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.