Bell Investment Advisors’s Suncor Energy SU Stock Holding History

Bell Investment Advisors’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 Q1	$13.6K	Hold	206	–	–	﹤0.01%	573
2025 Q4	$9.14K	Buy	206 +135	+190%	+$5.71K	﹤0.01%	728
2025 Q3	$2.97K	Buy	71 +12	+20%	+$481	﹤0.01%	1173
2025 Q2	$2.21K	Hold	59	–	–	﹤0.01%	1337
2025 Q1	$2.29K	Hold	59	–	–	﹤0.01%	1261
2024 Q4	$2.11K	Hold	59	–	–	﹤0.01%	1312
2024 Q3	$2.18K	Hold	59	–	–	﹤0.01%	1325
2024 Q2	$2.25K	Hold	59	–	–	﹤0.01%	1305
2024 Q1	$2.18K	Hold	59	–	–	﹤0.01%	1318
2023 Q4	$1.89K	Hold	59	–	–	﹤0.01%	1349
2023 Q3	$2.03K	Hold	59	–	–	﹤0.01%	1264
2023 Q2	$1.73K	Sell	59 -15	-20%	-$449	﹤0.01%	1371
2023 Q1	$2.3K	Buy	74 +15	+25%	+$488	﹤0.01%	1191
2022 Q4	$1.87K	Sell	59 -15	-20%	-$493	﹤0.01%	1326
2022 Q3	$2K	Buy	74 +15	+25%	+$474	﹤0.01%	1220
2022 Q2	$2K	Buy	+59	New	+$2.15K	﹤0.01%	1239
2021 Q4	$1K	Hold	59	–	–	﹤0.01%	1610
2021 Q3	$1K	Buy	+59	New	+$1.18K	﹤0.01%	1568

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return