First Foundation Total Return Fund SU Holdings History
First Foundation Total Return Fund's Suncor Energy Inc Holding Summary
As of 2025-03-31, Advisors' Inner Circle Fund III held 104,720.00 shares of Suncor Energy Inc(SU), totaling $4.05 Mil. This investment constitutes 6.1% of their stock portfolio, and Advisors' Inner Circle Fund III now holds 0.01% of the outstanding Suncor Energy Inc(SU) stock.
The initial trade took place in 2022Q4. And since then First Foundation Total Return Fund has made 4 purchases of SU, at an average price of $32.12, for a total of 197,400.00 shares. In addition, there have been 5 sales at an average price of $35.51 for 92,680.00 shares. Based on historical transaction data and SU's current price of $38.88, First Foundation Total Return Fund's estimated gain on his SU holdings is $1.02 Mil, reflecting a 16.11% gain to date.
First Foundation Total Return Fund SU ($38.88) Holding Chart
First Foundation Total Return Fund SU ($38.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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