Annandale Capital’s Suncor Energy SU Stock Holding History

Annandale Capital’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	-8,525	Closed	-$315K	–	135
2024 Q3	$315K	Hold	8,525	–	–	0.04%	111
2024 Q2	$325K	Hold	8,525	–	–	0.06%	103
2024 Q1	$315K	Hold	8,525	–	–	0.06%	104
2023 Q4	$273K	Sell	8,525 -1,125	-12%	-$36.7K	0.05%	112
2023 Q3	$332K	Hold	9,650	–	–	0.08%	97
2023 Q2	$283K	Hold	9,650	–	–	0.08%	106
2023 Q1	$300K	Hold	9,650	–	–	0.09%	105
2022 Q4	$306K	Sell	9,650 -1,550	-14%	-$50.9K	0.1%	102
2022 Q3	$315K	Hold	11,200	–	–	0.12%	98
2022 Q2	$393K	Hold	11,200	–	–	0.16%	94
2022 Q1	$365K	Sell	11,200 -6,000	-35%	-$178K	0.14%	87
2021 Q4	$431K	Buy	17,200 +6,000	+54%	+$146K	0.19%	77
2021 Q3	$232K	Hold	11,200	–	–	0.14%	78
2021 Q2	$268K	Hold	11,200	–	–	0.16%	76
2021 Q1	$234K	Hold	11,200	–	–	0.17%	62
2020 Q4	$188K	Buy	+11,200	New	+$165K	0.16%	54

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

EIM

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

Annandale Capital's SU Position: Q4 2024 in Review

Annandale Capital sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 8,525 shares — an estimated $315K sold.

Annandale Capital first reported a position in SU in Q4 2020 and held it in 16 quarters. The position peaked at $431K in Q4 2021. 655 funds tracked by Wall St. Rank hold SU as of Q4 2024.

Annandale Capital reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
Annandale Capital sold 8,525 Suncor Energy shares in Q4 2024, an estimated $315K.
Annandale Capital first reported a position in Suncor Energy in Q4 2020 and held it in 16 quarters.
Annandale Capital's Suncor Energy position peaked at $431K in Q4 2021.
655 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Annandale Capital's 13F filing for Q4 2024, filed 13 Feb 2025.