Shelton International Select Equity Fund SU Holdings History
Number of Shares
12,378.00
Current Holdings Value*
$479,340.00
% of Portfolio
1.3%
Total Estimate Gain
$19,062.12
% of Total Estimate Gain
4.04%
Shelton International Select Equity Fund's Suncor Energy Inc Holding Summary
As of 2025-03-31, SCM Trust held 12,378.00 shares of Suncor Energy Inc(SU), totaling $479,340.00. This investment constitutes 1.3% of their stock portfolio, and SCM Trust now holds 0% of the outstanding Suncor Energy Inc(SU) stock.
The initial trade took place in 2025Q1. And since then Shelton International Select Equity Fund has made 1 purchases of SU, at an average price of $38.16, for a total of 12,378.00 shares. Based on historical transaction data and SU's current price of $39.70, Shelton International Select Equity Fund's estimated gain on his SU holdings is $19,062.12, reflecting a 4.04% gain to date.
Shelton International Select Equity Fund SU ($39.70) Holding Chart
Shelton International Select Equity Fund SU ($39.70) 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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