Aspire Private Capital’s Suncor Energy SU Stock Holding History

Aspire Private 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	-172	Closed	-$6.35K	–	572
2024 Q3	$6.35K	Hold	172	–	–	﹤0.01%	440
2024 Q2	$6.55K	Hold	172	–	–	﹤0.01%	432
2024 Q1	$6.35K	Hold	172	–	–	﹤0.01%	454
2023 Q4	$5.51K	Hold	172	–	–	﹤0.01%	458
2023 Q3	$5.91K	Hold	172	–	–	﹤0.01%	460
2023 Q2	$5.04K	Hold	172	–	–	﹤0.01%	451
2023 Q1	$5.34K	Hold	172	–	–	﹤0.01%	431
2022 Q4	$5.46K	Hold	172	–	–	﹤0.01%	421
2022 Q3	$5K	Hold	172	–	–	﹤0.01%	426
2022 Q2	$6K	Hold	172	–	–	﹤0.01%	388
2022 Q1	$6K	Hold	172	–	–	﹤0.01%	388
2021 Q4	$4K	Hold	172	–	–	﹤0.01%	462
2021 Q3	$4K	Hold	172	–	–	﹤0.01%	425
2021 Q2	$4K	Hold	172	–	–	﹤0.01%	436
2021 Q1	$4K	Hold	172	–	–	﹤0.01%	416
2020 Q4	$3K	Hold	172	–	–	﹤0.01%	363
2020 Q3	$2K	Buy	+172	New	+$2.69K	﹤0.01%	394
2020 Q1	–	Sell	-172	Closed	-$6K	–	451
2019 Q4	$6K	Hold	172	–	–	﹤0.01%	297
2019 Q3	$5K	Hold	172	–	–	﹤0.01%	289
2019 Q2	$5K	Hold	172	–	–	﹤0.01%	318
2019 Q1	$6K	Hold	172	–	–	﹤0.01%	351
2018 Q4	$5K	Buy	+172	New	+$5.71K	﹤0.01%	350

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

Aspire Private Capital's SU Position: Q4 2024 in Review

Aspire Private Capital sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 172 shares — an estimated $6.35K sold.

Aspire Private Capital first reported a position in SU in Q4 2018 and held it in 22 quarters. The position peaked at $6.55K in Q2 2024. 655 funds tracked by Wall St. Rank hold SU as of Q4 2024.

Aspire Private Capital reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 172 Suncor Energy shares in Q4 2024, an estimated $6.35K.
Aspire Private Capital first reported a position in Suncor Energy in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's Suncor Energy position peaked at $6.55K in Q2 2024.
655 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.