Weld Capital Management’s Suncor Energy SU Stock Holding History

Weld Capital Management’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	–	Sell	-10,008	Closed	-$168K	–	538
2020 Q4	$168K	Sell	10,008 -270	-3%	-$3.97K	0.07%	419
2020 Q3	$126K	Sell	10,278 -3,066	-23%	-$48K	0.05%	435
2020 Q2	$225K	Buy	+13,344	New	+$228K	0.09%	350
2019 Q4	–	Sell	-9,379	Closed	-$296K	–	916
2019 Q3	$296K	Sell	9,379 -26,826	-74%	-$807K	0.05%	568
2019 Q2	$1.13M	Buy	36,205 +9,949	+38%	+$318K	0.21%	153
2019 Q1	$851K	Buy	+26,256	New	+$855K	0.16%	247

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Weld Capital Management's SU Position: Q1 2021 in Review

Weld Capital Management sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 10,008 shares — an estimated $168K sold.

Weld Capital Management first reported a position in SU in Q1 2019 and held it in 6 quarters. The position peaked at $1.13M in Q2 2019. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

Weld Capital Management reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 10,008 Suncor Energy shares in Q1 2021, an estimated $168K.
Weld Capital Management first reported a position in Suncor Energy in Q1 2019 and held it in 6 quarters.
Weld Capital Management's Suncor Energy position peaked at $1.13M in Q2 2019.
468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.