WAM
SU icon

World Asset Management’s Suncor Energy SU Stock Holding History

World Asset 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
2020
Q2 		– Sell
-14,591
Closed -$231K – 873
2020
Q1 		$231K Hold
14,591
– – 0.02% 709
2019
Q4 		$479K Sell
14,591
-4,395
-23% -$137K 0.02% 607
2019
Q3 		$600K Sell
18,986
-3,833
-17% -$115K 0.03% 539
2019
Q2 		$711K Sell
22,819
-1,893
-8% -$60.6K 0.03% 498
2019
Q1 		$801K Hold
24,712
– – 0.04% 458
2018
Q4 		$691K Sell
24,712
-16,801
-40% -$558K 0.04% 452
2018
Q3 		$1.61M Sell
41,513
-7,907
-16% -$320K 0.08% 284
2018
Q2 		$2.01M Sell
49,420
-16,794
-25% -$654K 0.1% 234
2018
Q1 		$2.29M Sell
66,214
-27,872
-30% -$971K 0.11% 227
2017
Q4 		$3.46M Sell
94,086
-3,682
-4% -$128K 0.12% 203
2017
Q3 		$3.42M Sell
97,768
-256
-0.3% -$8.17K 0.11% 204
2017
Q2 		$2.86M Sell
98,024
-5,685
-5% -$175K 0.1% 245
2017
Q1 		$3.19M Buy
103,709
+1,502
+1% +$47.3K 0.1% 234
2016
Q4 		$3.34M Sell
102,207
-9,142
-8% -$280K 0.13% 184
2016
Q3 		$3.09M Buy
111,349
+8,237
+8% +$225K 0.11% 227
2016
Q2 		$2.86M Buy
103,112
+13,793
+15% +$378K 0.11% 223
2016
Q1 		$2.48M Buy
89,319
+12,590
+16% +$305K 0.1% 253
2015
Q4 		$1.98M Buy
76,729
+1,766
+2% +$48.8K 0.08% 332
2015
Q3 		$2M Buy
74,963
+6,029
+9% +$162K 0.08% 301
2015
Q2 		$1.9M Sell
68,934
-4,548
-6% -$137K 0.07% 329
2015
Q1 		$2.15M Sell
73,482
-2,143
-3% -$63.7K 0.07% 333
2014
Q4 		$2.4M Sell
75,625
-664
-0.9% -$22K 0.08% 294
2014
Q3 		$2.76M Sell
76,289
-4,192
-5% -$168K 0.08% 282
2014
Q2 		$3.43M Sell
80,481
-3,158
-4% -$123K 0.1% 230
2014
Q1 		$2.92M Sell
83,639
-20,369
-20% -$678K 0.09% 259
2013
Q4 		$3.65M Sell
104,008
-31,896
-23% -$1.12M 0.1% 239
2013
Q3 		$4.86M Sell
135,904
-26,185
-16% -$871K 0.12% 194
2013
Q2 		$4.78M Buy
+162,089
New +$4.88M 0.11% 209

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

World Asset Management's SU Position: Q2 2020 in Review

World Asset Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 14,591 shares — an estimated $231K sold.

World Asset Management first reported a position in SU in Q2 2013 and held it in 28 quarters. The position peaked at $4.86M in Q3 2013. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • World Asset Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • World Asset Management sold 14,591 Suncor Energy shares in Q2 2020, an estimated $231K.
  • World Asset Management first reported a position in Suncor Energy in Q2 2013 and held it in 28 quarters.
  • World Asset Management's Suncor Energy position peaked at $4.86M in Q3 2013.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on World Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.