AMG National Trust Bank’s Suncor Energy SU Stock Holding History

AMG National Trust Bank’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
2024 Q4	–	Sell	-10,166	Closed	-$375K	–	468
2024 Q3	$375K	Sell	10,166 -39,044	-79%	-$1.51M	0.01%	358
2024 Q2	$1.87M	Sell	49,210 -18,219	-27%	-$704K	0.05%	203
2024 Q1	$2.49M	Buy	67,429 +315	+0.5%	+$10.6K	0.07%	171
2023 Q4	$2.15M	Buy	67,114 +970	+1%	+$31.7K	0.07%	177
2023 Q3	$2.27M	Buy	66,144 +950	+1%	+$30.5K	0.08%	160
2023 Q2	$1.91M	Buy	+65,194	New	+$1.95M	0.06%	179
2020 Q4	–	Sell	-58,458	Closed	-$715K	–	461
2020 Q3	$715K	Sell	58,458 -2,402	-4%	-$37.6K	0.03%	272
2020 Q2	$1.03M	Sell	60,860 -5,463	-8%	-$93.4K	0.05%	220
2020 Q1	$1.05M	Buy	+66,323	New	+$1.74M	0.08%	117

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AMG National Trust Bank's SU Position: Q4 2024 in Review

AMG National Trust Bank sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 10,166 shares — an estimated $375K sold.

AMG National Trust Bank first reported a position in SU in Q1 2020 and held it in 9 quarters. The position peaked at $2.49M in Q1 2024. 655 funds tracked by Wall St. Rank hold SU as of Q4 2024.

AMG National Trust Bank reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
AMG National Trust Bank sold 10,166 Suncor Energy shares in Q4 2024, an estimated $375K.
AMG National Trust Bank first reported a position in Suncor Energy in Q1 2020 and held it in 9 quarters.
AMG National Trust Bank's Suncor Energy position peaked at $2.49M in Q1 2024.
655 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on AMG National Trust Bank's 13F filing for Q4 2024, filed 7 Feb 2025.