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Westpac Banking Corp’s Suncor Energy SU Stock Holding History

Westpac Banking Corp’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
2023
Q2 		– Sell
-194,095
Closed -$8.14M – 741
2023
Q1 		$8.14M Buy
+194,095
New +$6.31M 0.11% 233
2022
Q3 		– Sell
-206,876
Closed -$9.34M – 825
2022
Q2 		$9.34M Buy
206,876
+2,666
+1% +$97.1K 0.12% 229
2022
Q1 		$8.31M Buy
204,210
+54,964
+37% +$1.63M 0.1% 281
2021
Q4 		$4.72M Buy
149,246
+20,486
+16% +$499K 0.05% 417
2021
Q3 		$3.38M Sell
128,760
-178,872
-58% -$3.58M 0.04% 487
2021
Q2 		$7.38M Sell
307,632
-7,634
-2% -$175K 0.07% 343
2021
Q1 		$8.28M Sell
315,266
-5,394
-2% -$106K 0.09% 282
2020
Q4 		$6.85M Buy
320,660
+25,689
+9% +$377K 0.08% 325
2020
Q3 		$4.8M Buy
294,971
+43,200
+17% +$676K 0.07% 364
2020
Q2 		$5.76M Buy
251,771
+34,711
+16% +$593K 0.09% 297
2020
Q1 		$4.88M Sell
217,060
-11,100
-5% -$291K 0.08% 291
2019
Q4 		$9.71M Sell
228,160
-700
-0.3% -$21.8K 0.13% 229
2019
Q3 		$9.56M Buy
+228,860
New +$6.88M 0.13% 219
2017
Q3 		– Sell
-119,859
Closed -$4.54M – 845
2017
Q2 		$4.54M Sell
119,859
-39,586
-25% -$1.22M 0.1% 287
2017
Q1 		$6.51M Buy
+159,445
New +$5.02M 0.05% 365
2016
Q2 		– Sell
-6,282
Closed -$175K – 897
2016
Q1 		$175K Buy
+6,282
New +$152K ﹤0.01% 825

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Westpac Banking Corp's SU Position: Q2 2023 in Review

Westpac Banking Corp sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 194,095 shares — an estimated $8.14M sold.

Westpac Banking Corp first reported a position in SU in Q1 2016 and held it in 16 quarters. The position peaked at $9.71M in Q4 2019. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • Westpac Banking Corp reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • Westpac Banking Corp sold 194,095 Suncor Energy shares in Q2 2023, an estimated $8.14M.
  • Westpac Banking Corp first reported a position in Suncor Energy in Q1 2016 and held it in 16 quarters.
  • Westpac Banking Corp's Suncor Energy position peaked at $9.71M in Q4 2019.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Westpac Banking Corp's 13F filing for Q2 2023, filed 10 Aug 2023.