Avalon Trust’s Suncor Energy SU Stock Holding History

Avalon Trust’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
2025 Q4	–	Sell	-1,314	Closed	-$54.9K	–	608
2025 Q3	$54.9K	Buy	+1,314	New	+$52.7K	﹤0.01%	303

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avalon Trust's SU Position: Q4 2025 in Review

Avalon Trust sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 1,314 shares — an estimated $54.9K sold.

Avalon Trust first reported a position in SU in Q3 2025 and held it in 1 quarter. The position peaked at $54.9K in Q3 2025. 681 funds tracked by Wall St. Rank hold SU as of Q4 2025.

Avalon Trust reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 1,314 Suncor Energy shares in Q4 2025, an estimated $54.9K.
Avalon Trust first reported a position in Suncor Energy in Q3 2025 and held it in 1 quarter.
Avalon Trust's Suncor Energy position peaked at $54.9K in Q3 2025.
681 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.