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Westover Capital Advisors’s Suncor Energy SU Stock Holding History

Westover Capital Advisors’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
2022
Q4 		– Sell
-62,445
Closed -$1.76M – 163
2022
Q3 		$1.76M Sell
62,445
-66,654
-52% -$2.11M 0.67% 48
2022
Q2 		$4.53M Hold
129,099
– – 1.67% 14
2022
Q1 		$4.21M Buy
+129,099
New +$3.83M 1.31% 24

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Westover Capital Advisors's SU Position: Q4 2022 in Review

Westover Capital Advisors sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 62,445 shares — an estimated $1.76M sold.

Westover Capital Advisors first reported a position in SU in Q1 2022 and held it in 3 quarters. The position peaked at $4.53M in Q2 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

  • Westover Capital Advisors reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 62,445 Suncor Energy shares in Q4 2022, an estimated $1.76M.
  • Westover Capital Advisors first reported a position in Suncor Energy in Q1 2022 and held it in 3 quarters.
  • Westover Capital Advisors's Suncor Energy position peaked at $4.53M in Q2 2022.
  • 590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.