Baskin Financial Services’s Suncor Energy SU Stock Holding History

Baskin Financial Services’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 Q2	–	Sell	-3,146	Closed	-$208K	–	57
2026 Q1	$208K	Buy	+3,146	New	+$174K	0.02%	53
2015 Q2	–	Sell	-1,624	Closed	-$47K	–	43
2015 Q1	$47K	Sell	1,624 -207,171	-99%	-$6.16M	0.02%	40
2014 Q4	$6.64M	Buy	208,795 +3,970	+2%	+$131K	2.15%	28
2014 Q3	$7.41M	Buy	204,825 +8,944	+5%	+$359K	2.57%	22
2014 Q2	$8.46M	Buy	195,881 +884	+0.5%	+$34.4K	2.95%	15
2014 Q1	$6.81M	Buy	194,997 +6,858	+4%	+$228K	2.61%	22
2013 Q4	$6.59M	Buy	188,139 +860	+0.5%	+$30.2K	2.67%	20
2013 Q3	$6.69M	Buy	187,279 +6,208	+3%	+$206K	3.2%	15
2013 Q2	$5.33M	Buy	+181,071	New	+$5.46M	2.94%	18

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return