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

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

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

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management

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

Sanders Capital

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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