Winslow Evans & Crocker’s Suncor Energy SU Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$210K	Hold	12,500	–	–	0.04%	327
2020 Q3	$153K	Hold	12,500	–	–	0.04%	305
2020 Q2	$211K	Hold	12,500	–	–	0.06%	263
2020 Q1	$198K	Sell	12,500 -1,000	-7%	-$26.2K	0.07%	244
2019 Q4	$444K	Sell	13,500 -1,500	-10%	-$46.8K	0.11%	189
2019 Q3	$474K	Hold	15,000	–	–	0.13%	171
2019 Q2	$468K	Sell	15,000 -88	-0.6%	-$2.82K	0.13%	177
2019 Q1	$492K	Sell	15,088 -3,512	-19%	-$114K	0.14%	165
2018 Q4	$522K	Sell	18,600 -400	-2%	-$13.3K	0.18%	131
2018 Q3	$736K	Sell	19,000 -200	-1%	-$8.09K	0.22%	104
2018 Q2	$782K	Sell	19,200 -4,800	-20%	-$187K	0.25%	99
2018 Q1	$829K	Sell	24,000 -126	-0.5%	-$4.39K	0.27%	86
2017 Q4	$886K	Hold	24,126	–	–	0.28%	85
2017 Q3	$845K	Sell	24,126 -624	-3%	-$19.9K	0.28%	80
2017 Q2	$723K	Hold	24,750	–	–	0.2%	116
2017 Q1	$761K	Hold	24,750	–	–	0.24%	87
2016 Q4	$809K	Hold	24,750	–	–	0.25%	90
2016 Q3	$688K	Hold	24,750	–	–	0.2%	109
2016 Q2	$686K	Hold	24,750	–	–	0.21%	105
2016 Q1	$688K	Hold	24,750	–	–	0.21%	104
2015 Q4	$639K	Sell	24,750 -250	-1%	-$6.9K	0.18%	123
2015 Q3	$668K	Sell	25,000 -2,150	-8%	-$57.7K	0.21%	110
2015 Q2	$747K	Sell	27,150 -200	-0.7%	-$6.04K	0.21%	113
2015 Q1	$800K	Buy	27,350 +2,150	+9%	+$63.9K	0.23%	102
2014 Q4	$801K	Hold	25,200	–	–	0.23%	100
2014 Q3	$911K	Buy	25,200 +100	+0.4%	+$4.01K	0.26%	97
2014 Q2	$1.07M	Sell	25,100 -70	-0.3%	-$2.73K	0.35%	74
2014 Q1	$880K	Hold	25,170	–	–	0.3%	78
2013 Q4	$882K	Buy	+25,170	New	+$885K	0.3%	85

Other funds holding SU

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

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

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

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

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

Winslow Evans & Crocker's SU Position: Q4 2020 in Review

Winslow Evans & Crocker held its Suncor Energy (SU) position steady in Q4 2020 at 12,500 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #327.

Winslow Evans & Crocker first reported a position in SU in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.07M in Q2 2014. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

Winslow Evans & Crocker held 12,500 shares of Suncor Energy worth $210K as of Q4 2020.
Winslow Evans & Crocker left its Suncor Energy share count unchanged in Q4 2020.
Suncor Energy made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #327 holding.
Winslow Evans & Crocker first reported a position in Suncor Energy in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Suncor Energy position peaked at $1.07M in Q2 2014.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.