Vontobel Holding
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Vontobel Holding’s Suncor Energy SU Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-7,261
Closed -$230K – 1134
2022
Q4 		$230K Sell
7,261
-1,000
-12% -$32.9K ﹤0.01% 954
2022
Q3 		$233K Buy
8,261
+1,440
+21% +$45.5K ﹤0.01% 911
2022
Q2 		$241K Buy
+6,821
New +$248K ﹤0.01% 897

Other funds holding SU

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vontobel Holding's SU Position: Q1 2023 in Review

Vontobel Holding sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 7,261 shares — an estimated $230K sold.

Vontobel Holding first reported a position in SU in Q2 2022 and held it in 3 quarters. The position peaked at $241K in Q2 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

  • Vontobel Holding reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
  • Vontobel Holding sold 7,261 Suncor Energy shares in Q1 2023, an estimated $230K.
  • Vontobel Holding first reported a position in Suncor Energy in Q2 2022 and held it in 3 quarters.
  • Vontobel Holding's Suncor Energy position peaked at $241K in Q2 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Vontobel Holding's 13F filing for Q1 2023, filed 12 Apr 2023.