WT
SU icon

Washington Trust’s Suncor Energy SU Stock Holding History

Washington Trust’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
2024
Q1 		– Sell
-135
Closed -$4.33K – 875
2023
Q4 		$4.33K Sell
135
-242
-64% -$7.9K ﹤0.01% 730
2023
Q3 		$13K Sell
377
-3
-0.8% -$96 ﹤0.01% 593
2023
Q2 		$11.1K Sell
380
-3
-0.8% -$90 ﹤0.01% 632
2023
Q1 		$11.9K Buy
383
+118
+45% +$3.84K ﹤0.01% 640
2022
Q4 		$8.41K Sell
265
-17
-6% -$559 ﹤0.01% 665
2022
Q3 		$8K Buy
282
+17
+6% +$537 ﹤0.01% 676
2022
Q2 		$9K Sell
265
-2
-0.7% -$73 ﹤0.01% 661
2022
Q1 		$9K Buy
267
+4
+2% +$119 ﹤0.01% 685
2021
Q4 		$7K Sell
263
-9,598
-97% -$234K ﹤0.01% 708
2021
Q3 		$205K Sell
9,861
-800
-8% -$16K 0.01% 313
2021
Q2 		$256K Sell
10,661
-200
-2% -$4.59K 0.01% 269
2021
Q1 		$227K Sell
10,861
-1,100
-9% -$21.6K 0.01% 276
2020
Q4 		$201K Sell
11,961
-1,600
-12% -$23.5K 0.01% 281
2020
Q3 		$166K Sell
13,561
-15
-0.1% -$235 0.01% 281
2020
Q2 		$229K Sell
13,576
-6,648
-33% -$114K 0.01% 228
2020
Q1 		$319K Buy
20,224
+1,137
+6% +$29.8K 0.02% 216
2019
Q4 		$626K Buy
+19,087
New +$596K 0.02% 171
2018
Q3 		– Sell
-1,000
Closed -$41K – 729
2018
Q2 		$41K Buy
+1,000
New +$39K ﹤0.01% 454

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 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 $245B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return