Brookstone Capital Management’s Suncor Energy SU Stock Holding History

Brookstone Capital Management’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 Q4	–	Sell	-8,075	Closed	-$298K	–	1052
2024 Q3	$298K	Sell	8,075 -78	-1%	-$3.01K	﹤0.01%	837
2024 Q2	$317K	Buy	+8,153	New	+$315K	0.01%	775
2023 Q4	–	Sell	-16,366	Closed	-$564K	–	916
2023 Q3	$564K	Buy	+16,366	New	+$525K	0.01%	542
2023 Q2	–	Sell	-17,190	Closed	-$556K	–	871
2023 Q1	$556K	Sell	17,190 -5,300	-24%	-$172K	0.01%	563
2022 Q4	$706K	Sell	22,490 -1,306	-5%	-$42.9K	0.01%	509
2022 Q3	$746K	Buy	23,796 +1,637	+7%	+$51.7K	0.02%	470
2022 Q2	$725K	Sell	22,159 -21,118	-49%	-$769K	0.02%	486
2022 Q1	$1.39M	Buy	+43,277	New	+$1.28M	0.03%	342
2015 Q4	–	Sell	-137	Closed	-$4K	–	785
2015 Q3	$4K	Hold	137	–	–	﹤0.01%	1543
2015 Q2	$4K	Buy	+137	New	+$4.14K	﹤0.01%	1630

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Brookstone Capital Management's SU Position: Q4 2024 in Review

Brookstone Capital Management sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 8,075 shares — an estimated $298K sold.

Brookstone Capital Management first reported a position in SU in Q2 2015 and held it in 10 quarters. The position peaked at $1.39M in Q1 2022. 655 funds tracked by Wall St. Rank hold SU as of Q4 2024.

Brookstone Capital Management reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 8,075 Suncor Energy shares in Q4 2024, an estimated $298K.
Brookstone Capital Management first reported a position in Suncor Energy in Q2 2015 and held it in 10 quarters.
Brookstone Capital Management's Suncor Energy position peaked at $1.39M in Q1 2022.
655 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.