Brookfield Corp’s Suncor Energy SU Stock Holding History

Brookfield Corp’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
2021 Q3	–	Sell	-139,802	Closed	-$3.35M	–	629
2021 Q2	$3.35M	Buy	139,802 +68,600	+96%	+$1.57M	0.02%	276
2021 Q1	$1.49M	Sell	71,202 -36,994	-34%	-$725K	0.01%	331
2020 Q4	$1.82M	Sell	108,196 -4,293	-4%	-$63.1K	0.01%	301
2020 Q3	$1.38M	Sell	112,489 -79,853	-42%	-$1.25M	0.01%	281
2020 Q2	$3.24M	Buy	+192,342	New	+$3.29M	0.02%	176
2019 Q2	–	Sell	-187,500	Closed	-$6.08M	–	219
2019 Q1	$6.08M	Hold	187,500	–	–	0.03%	108
2018 Q4	$5.25M	Hold	187,500	–	–	0.03%	115
2018 Q3	$7.26M	Hold	187,500	–	–	0.03%	114
2018 Q2	$7.64M	Buy	+187,500	New	+$7.31M	0.02%	112
2018 Q1	–	Sell	-159,050	Closed	-$5.86M	–	85
2017 Q4	$5.86M	Buy	+159,050	New	+$5.52M	0.03%	105
2017 Q1	–	Sell	-189,500	Closed	-$6.22M	–	179
2016 Q4	$6.22M	Hold	189,500	–	–	0.04%	109
2016 Q3	$5.26M	Hold	189,500	–	–	0.03%	111
2016 Q2	$5.23M	Buy	+189,500	New	+$5.2M	0.03%	121

Other funds holding SU

Royal Bank of Canada

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

TD Asset Management

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

Fidelity Investments

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal

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