Beverly Hills Private Wealth’s Suncor Energy SU Stock Holding History

Beverly Hills Private Wealth’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	$4.02M	Sell	60,745 -8,000	-12%	-$442K	0.67%	43
2025 Q4	$3.05M	Sell	68,745 -6,763	-9%	-$286K	0.52%	51
2025 Q3	$3.16M	Buy	75,508 +2,756	+4%	+$111K	0.56%	48
2025 Q2	$2.72M	Buy	72,752 +4,332	+6%	+$157K	0.51%	53
2025 Q1	$2.65M	Sell	68,420 -6,233	-8%	-$238K	0.52%	49
2024 Q4	$2.66M	Buy	74,653 +3,386	+5%	+$130K	0.54%	47
2024 Q3	$2.63M	Buy	71,267 +25,947	+57%	+$1M	0.53%	49
2024 Q2	$1.73M	Buy	45,320 +16,731	+59%	+$646K	0.38%	73
2024 Q1	$1.06M	Buy	28,589 +17,003	+147%	+$572K	0.24%	99
2023 Q4	$371K	Buy	+11,586	New	+$378K	0.1%	220

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