Lyrical U.S. Value Equity Fund SU Holdings History
Lyrical U.S. Value Equity Fund's Suncor Energy Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 1.22 Mil shares of Suncor Energy Inc(SU), totaling $46.81 Mil. This investment constitutes 4.26% of their stock portfolio, and Ultimus Managers Trust now holds 0.1% of the outstanding Suncor Energy Inc(SU) stock.
The initial trade took place in 2021Q4. And since then Lyrical U.S. Value Equity Fund has made 10 purchases of SU, at an average price of $27.35, for a total of 1.64 Mil shares. In addition, there have been 4 sales at an average price of $31.71 for 415,848.00 shares. Based on historical transaction data and SU's current price of $38.85, Lyrical U.S. Value Equity Fund's estimated gain on his SU holdings is $15.88 Mil, reflecting a 35.44% gain to date.
Lyrical U.S. Value Equity Fund SU ($38.85) Holding Chart
Lyrical U.S. Value Equity Fund SU ($38.85) 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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