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Univest Financial’s Suncor Energy SU Stock Holding History

Univest Financial’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
Q1 		– Sell
-82,999
Closed -$2.71M – 133
2019
Q4 		$2.71M Buy
82,999
+15,088
+22% +$471K 1.15% 45
2019
Q3 		$2.15M Buy
67,911
+1,692
+3% +$50.9K 0.69% 48
2019
Q2 		$2.06M Buy
66,219
+647
+1% +$20.7K 0.65% 51
2019
Q1 		$2.13M Buy
65,572
+6,749
+11% +$220K 0.7% 51
2018
Q4 		$1.65M Buy
58,823
+3,381
+6% +$112K 0.61% 51
2018
Q3 		$2.15M Sell
55,442
-2,238
-4% -$90.6K 0.65% 56
2018
Q2 		$2.35M Sell
57,680
-4,084
-7% -$159K 0.94% 51
2018
Q1 		$2.13M Sell
61,764
-3,758
-6% -$131K 0.92% 47
2017
Q4 		$2.41M Sell
65,522
-1,034
-2% -$35.9K 0.97% 48
2017
Q3 		$2.33M Sell
66,556
-21,406
-24% -$683K 0.98% 48
2017
Q2 		$2.57M Sell
87,962
-1,104
-1% -$33.9K 1.08% 47
2017
Q1 		$2.74M Buy
89,066
+6,067
+7% +$191K 1.2% 46
2016
Q4 		$2.71M Sell
82,999
-342
-0.4% -$10.5K 1.15% 45
2016
Q3 		$2.31M Buy
83,341
+409
+0.5% +$11.2K 1.05% 52
2016
Q2 		$2.3M Buy
82,932
+1,126
+1% +$30.9K 1.05% 53
2016
Q1 		$2.27M Buy
81,806
+30,159
+58% +$730K 1.04% 51
2015
Q4 		$1.33M Sell
51,647
-21,583
-29% -$596K 0.61% 57
2015
Q3 		$1.96M Sell
73,230
-8,014
-10% -$215K 0.96% 52
2015
Q2 		$2.24M Buy
81,244
+1,701
+2% +$51.4K 1.03% 53
2015
Q1 		$2.33M Sell
79,543
-1,524
-2% -$45.3K 1.05% 53
2014
Q4 		$2.58M Sell
81,067
-558
-0.7% -$18.5K 1.13% 49
2014
Q3 		$2.95M Sell
81,625
-3,480
-4% -$140K 1.38% 36
2014
Q2 		$3.63M Buy
85,105
+2,890
+4% +$113K 1.71% 17
2014
Q1 		$2.87M Buy
82,215
+28,155
+52% +$938K 1.43% 37
2013
Q4 		$1.9M Buy
54,060
+36,516
+208% +$1.28M 0.93% 53
2013
Q3 		$628K Buy
+17,544
New +$584K 0.33% 60

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Univest Financial's SU Position: Q1 2020 in Review

Univest Financial sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 82,999 shares — an estimated $2.71M sold.

Univest Financial first reported a position in SU in Q3 2013 and held it in 26 quarters. The position peaked at $3.63M in Q2 2014. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Univest Financial reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 82,999 Suncor Energy shares in Q1 2020, an estimated $2.71M.
  • Univest Financial first reported a position in Suncor Energy in Q3 2013 and held it in 26 quarters.
  • Univest Financial's Suncor Energy position peaked at $3.63M in Q2 2014.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.