Alan B. Lancz & Associates’s Suncor Energy SU Stock Holding History

Alan B. Lancz & Associates’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
2026 Q1	$357K	Sell	5,400 -1,300	-19%	-$71.9K	0.35%	79
2025 Q4	$297K	Hold	6,700	–	–	0.26%	100
2025 Q3	$280K	Hold	6,700	–	–	0.25%	109
2025 Q2	$251K	Hold	6,700	–	–	0.25%	111
2025 Q1	$259K	Hold	6,700	–	–	0.28%	98
2024 Q4	$239K	Sell	6,700 -1,200	-15%	-$46.2K	0.24%	105
2024 Q3	$292K	Hold	7,900	–	–	0.27%	98
2024 Q2	$301K	Buy	+7,900	New	+$305K	0.3%	93
2023 Q4	$263K	Hold	8,200	–	–	0.28%	105
2023 Q3	$282K	Hold	8,200	–	–	0.32%	97
2023 Q2	$240K	Hold	8,200	–	–	0.26%	107
2023 Q1	$255K	Hold	8,200	–	–	0.26%	106
2022 Q4	$266K	Hold	8,200	–	–	0.27%	106
2022 Q3	$231K	Hold	8,200	–	–	0.27%	104
2022 Q2	$278K	Hold	8,200	–	–	0.28%	101
2022 Q1	$267K	Hold	8,200	–	–	0.24%	111
2021 Q4	$205K	Buy	+8,200	New	+$200K	0.18%	143

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alan B. Lancz & Associates's SU Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Suncor Energy (SU) stake by 19% in Q1 2026, selling an estimated $71.9K and leaving 5,400 shares worth $357K. The position accounts for 0.35% of the portfolio, ranked #79.

Alan B. Lancz & Associates first reported a position in SU in Q4 2021 and has held it in 17 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Alan B. Lancz & Associates held 5,400 shares of Suncor Energy worth $357K as of Q1 2026.
Alan B. Lancz & Associates sold 1,300 Suncor Energy shares in Q1 2026, an estimated $71.9K.
Suncor Energy made up 0.35% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #79 holding.
Alan B. Lancz & Associates first reported a position in Suncor Energy in Q4 2021 and has held it in 17 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.