BTI
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Blue Trust Inc’s Suncor Energy SU Stock Holding History

Blue Trust Inc’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 		$109K Sell
1,645
-1,252
-43% -$69.2K ﹤0.01% 988
2025
Q4 		$129K Sell
2,897
-912
-24% -$38.5K ﹤0.01% 947
2025
Q3 		$159K Sell
3,809
-3,147
-45% -$126K ﹤0.01% 887
2025
Q2 		$260K Sell
6,956
-143
-2% -$5.17K ﹤0.01% 674
2025
Q1 		$275K Buy
7,099
+590
+9% +$22.5K ﹤0.01% 597
2024
Q4 		$232K Buy
6,509
+1,389
+27% +$53.4K ﹤0.01% 591
2024
Q3 		$195K Buy
5,120
+1,842
+56% +$71.1K ﹤0.01% 863
2024
Q2 		$121K Buy
3,278
+325
+11% +$12.6K ﹤0.01% 893
2024
Q1 		$109K Buy
2,953
+1,606
+119% +$54K ﹤0.01% 692
2023
Q4 		$47K Sell
1,347
-62
-4% -$2.02K ﹤0.01% 965
2023
Q3 		$41K Buy
1,409
+4
+0.3% +$128 ﹤0.01% 913
2023
Q2 		$43K Sell
1,405
-818
-37% -$24.5K ﹤0.01% 748
2023
Q1 		$71K Sell
2,223
-137
-6% -$4.46K ﹤0.01% 885
2022
Q4 		$67K Buy
2,360
+1,329
+129% +$43.7K ﹤0.01% 810
2022
Q3 		$36K Sell
1,031
-42
-4% -$1.33K ﹤0.01% 874
2022
Q2 		$34K Buy
+1,073
New +$39.1K ﹤0.01% 803

Other funds holding SU

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