Boston Partners
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Boston Partners’s Suncor Energy SU Stock Holding History

Boston Partners’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
2024
Q2 		– Sell
-1,584,079
Closed -$79.2M – 787
2024
Q1 		$79.2M Buy
1,584,079
+258,843
+20% +$8.71M 0.09% 220
2023
Q4 		$56.3M Sell
1,325,236
-31,577
-2% -$1.03M 0.07% 245
2023
Q3 		$62.4M Buy
1,356,813
+108,642
+9% +$3.48M 0.09% 231
2023
Q2 		$47.8M Sell
1,248,171
-1,200,486
-49% -$35.9M 0.06% 238
2023
Q1 		$103M Buy
2,448,657
+1,276,332
+109% +$41.5M 0.14% 179
2022
Q4 		$50.3M Buy
1,172,325
+835,237
+248% +$27.5M 0.07% 217
2022
Q3 		$13.1M Buy
+337,088
New +$10.6M 0.02% 330
2016
Q3 		– Sell
-154,875
Closed -$4.29M – 760
2016
Q2 		$4.29M Buy
154,875
+19,983
+15% +$548K 0.01% 515
2016
Q1 		$3.75M Buy
134,892
+54
+0% +$1.31K 0.01% 514
2015
Q4 		$3.48M Sell
134,838
-37,362
-22% -$1.03M 0.01% 532
2015
Q3 		$4.6M Sell
172,200
-39,265
-19% -$1.05M 0.01% 495
2015
Q2 		$5.82M Buy
211,465
+46
+0% +$1.39K 0.01% 486
2015
Q1 		$6.18M Sell
211,419
-12,442
-6% -$370K 0.01% 481
2014
Q4 		$7.11M Buy
223,861
+36,829
+20% +$1.22M 0.01% 462
2014
Q3 		$6.76M Hold
187,032
– – 0.01% 460
2014
Q2 		$7.97M Buy
187,032
+1,692
+0.9% +$65.9K 0.01% 427
2014
Q1 		$6.48M Buy
185,340
+17,876
+11% +$595K 0.01% 475
2013
Q4 		$5.87M Buy
+167,464
New +$5.89M 0.01% 478

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Boston Partners's SU Position: Q2 2024 in Review

Boston Partners sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 1,584,079 shares — an estimated $79.2M sold.

Boston Partners first reported a position in SU in Q4 2013 and held it in 18 quarters. The position peaked at $103M in Q1 2023. 634 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Boston Partners reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Boston Partners sold 1,584,079 Suncor Energy shares in Q2 2024, an estimated $79.2M.
  • Boston Partners first reported a position in Suncor Energy in Q4 2013 and held it in 18 quarters.
  • Boston Partners's Suncor Energy position peaked at $103M in Q1 2023.
  • 634 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Boston Partners's 13F filing for Q2 2024, filed 14 Aug 2024.