WRF
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Waddell & Reed Financial’s Suncor Energy SU Stock Holding History

Waddell & Reed 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
2021
Q1 		$4.94M Buy
236,394
+3,213
+1% +$63K 0.01% 433
2020
Q4 		$3.91M Sell
233,181
-5,855
-2% -$86K 0.01% 447
2020
Q3 		$2.92M Sell
239,036
-10,335
-4% -$162K 0.01% 437
2020
Q2 		$4.2M Buy
249,371
+6,785
+3% +$116K 0.01% 429
2020
Q1 		$3.83M Sell
242,586
-824,689
-77% -$21.6M 0.01% 403
2019
Q4 		$35M Buy
1,067,275
+113,246
+12% +$3.53M 0.09% 252
2019
Q3 		$30.1M Sell
954,029
-32,456
-3% -$976K 0.08% 267
2019
Q2 		$30.7M Sell
986,485
-3,705
-0.4% -$119K 0.08% 274
2019
Q1 		$32.1M Sell
990,190
-5,919
-0.6% -$193K 0.08% 281
2018
Q4 		$27.9M Sell
996,109
-3,111,655
-76% -$103M 0.08% 282
2018
Q3 		$159M Sell
4,107,764
-176,776
-4% -$7.15M 0.35% 74
2018
Q2 		$174M Buy
4,284,540
+2,870,436
+203% +$112M 0.4% 64
2018
Q1 		$48.8M Sell
1,414,104
-318,699
-18% -$11.1M 0.11% 211
2017
Q4 		$63.6M Sell
1,732,803
-18,475
-1% -$642K 0.14% 177
2017
Q3 		$61.3M Sell
1,751,278
-29,650
-2% -$946K 0.14% 189
2017
Q2 		$52M Buy
1,780,928
+172,450
+11% +$5.3M 0.11% 213
2017
Q1 		$49.5M Buy
1,608,478
+18,977
+1% +$598K 0.11% 220
2016
Q4 		$52M Buy
1,589,501
+121,467
+8% +$3.72M 0.11% 211
2016
Q3 		$40.8M Sell
1,468,034
-34,830
-2% -$951K 0.08% 229
2016
Q2 		$41.7M Buy
1,502,864
+1,069,114
+246% +$29.3M 0.09% 231
2016
Q1 		$12.1M Buy
433,750
+19,710
+5% +$477K 0.02% 381
2015
Q4 		$10.7M Buy
414,040
+90,390
+28% +$2.5M 0.02% 402
2015
Q3 		$8.65M Hold
323,650
– – 0.01% 432
2015
Q2 		$8.91M Buy
323,650
+30,850
+11% +$932K 0.01% 449
2015
Q1 		$8.56M Buy
292,800
+33,600
+13% +$999K 0.01% 444
2014
Q4 		$8.24M Buy
259,200
+61,950
+31% +$2.05M 0.01% 443
2014
Q3 		$7.13M Buy
197,250
+11,650
+6% +$468K 0.01% 452
2014
Q2 		$7.91M Buy
185,600
+18,100
+11% +$705K 0.01% 456
2014
Q1 		$5.86M Buy
167,500
+2,000
+1% +$66.6K 0.01% 502
2013
Q4 		$5.8M Buy
165,500
+1,900
+1% +$66.8K 0.01% 492
2013
Q3 		$5.85M Buy
163,600
+4,800
+3% +$160K 0.01% 466
2013
Q2 		$4.68M Buy
+158,800
New +$4.78M 0.01% 460

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Waddell & Reed Financial's SU Position: Q1 2021 in Review

Waddell & Reed Financial increased its Suncor Energy (SU) stake by 1.4% in Q1 2021, buying an estimated $63K and bringing the position to 236,394 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #433.

Waddell & Reed Financial first reported a position in SU in Q2 2013 and has held it in 32 quarters since. The position peaked at $174M in Q2 2018. 469 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Waddell & Reed Financial held 236,394 shares of Suncor Energy worth $4.94M as of Q1 2021.
  • Waddell & Reed Financial bought 3,213 Suncor Energy shares in Q1 2021, an estimated $63K.
  • Suncor Energy made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #433 holding.
  • Waddell & Reed Financial first reported a position in Suncor Energy in Q2 2013 and has held it in 32 quarters since.
  • Waddell & Reed Financial's Suncor Energy position peaked at $174M in Q2 2018.
  • 469 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.