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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 $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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 $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Washington Trust's SU Position: Q1 2024 in Review

Washington Trust sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 135 shares — an estimated $4.33K sold.

Washington Trust first reported a position in SU in Q2 2018 and held it in 18 quarters. The position peaked at $626K in Q4 2019. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • Washington Trust reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
  • Washington Trust sold 135 Suncor Energy shares in Q1 2024, an estimated $4.33K.
  • Washington Trust first reported a position in Suncor Energy in Q2 2018 and held it in 18 quarters.
  • Washington Trust's Suncor Energy position peaked at $626K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Washington Trust's 13F filing for Q1 2024, filed 23 Apr 2024.