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Burgundy Asset Management’s Suncor Energy SU Stock Holding History

Burgundy Asset 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
Q2 		– Sell
-35,061
Closed -$1.29M – 107
2024
Q1 		$1.29M Sell
35,061
-28,309
-45% -$952K 0.01% 94
2023
Q4 		$2.03M Sell
63,370
-26,264
-29% -$858K 0.02% 92
2023
Q3 		$3.1M Hold
89,634
– – 0.04% 90
2023
Q2 		$2.63M Sell
89,634
-14,511
-14% -$434K 0.03% 92
2023
Q1 		$3.23M Sell
104,145
-1,643
-2% -$53.4K 0.04% 89
2022
Q4 		$3.35M Sell
105,788
-2,036
-2% -$66.9K 0.04% 87
2022
Q3 		$3.04M Sell
107,824
-367
-0.3% -$11.6K 0.04% 86
2022
Q2 		$3.79M Sell
108,191
-20,132
-16% -$733K 0.05% 86
2022
Q1 		$4.18M Sell
128,323
-20,991
-14% -$623K 0.04% 84
2021
Q4 		$3.73M Sell
149,314
-14,150
-9% -$345K 0.04% 82
2021
Q3 		$3.39M Sell
163,464
-7,993
-5% -$160K 0.03% 86
2021
Q2 		$4.11M Sell
171,457
-17,664
-9% -$405K 0.04% 85
2021
Q1 		$3.95M Sell
189,121
-86,971
-32% -$1.7M 0.04% 85
2020
Q4 		$4.63M Buy
276,092
+254,506
+1,179% +$3.74M 0.05% 83
2020
Q3 		$263K Buy
+21,586
New +$338K ﹤0.01% 100
2020
Q2 		– Sell
-1,855,143
Closed -$29.4M – 109
2020
Q1 		$29.4M Buy
+1,855,143
New +$48.6M 0.4% 57
2018
Q1 		– Sell
-1,987,238
Closed -$73.1M – 101
2017
Q4 		$73.1M Sell
1,987,238
-1,549,084
-44% -$53.8M 0.66% 47
2017
Q3 		$124M Sell
3,536,322
-596,908
-14% -$19.1M 1.17% 32
2017
Q2 		$121M Sell
4,133,230
-725,915
-15% -$22.3M 1.14% 34
2017
Q1 		$149M Sell
4,859,145
-855,658
-15% -$27M 1.45% 29
2016
Q4 		$187M Sell
5,714,803
-1,745,217
-23% -$53.5M 1.77% 25
2016
Q3 		$207M Sell
7,460,020
-28,293
-0.4% -$773K 2.05% 16
2016
Q2 		$206M Sell
7,488,313
-124,100
-2% -$3.4M 2.06% 16
2016
Q1 		$212M Buy
+7,612,413
New +$184M 2.21% 12
2014
Q3 		– Sell
-16,092
Closed -$686K – 115
2014
Q2 		$686K Buy
+16,092
New +$627K 0.01% 99

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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 $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Burgundy Asset Management's SU Position: Q2 2024 in Review

Burgundy Asset Management sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 35,061 shares — an estimated $1.29M sold.

Burgundy Asset Management first reported a position in SU in Q2 2014 and held it in 25 quarters. The position peaked at $212M in Q1 2016. 633 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Burgundy Asset Management reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Burgundy Asset Management sold 35,061 Suncor Energy shares in Q2 2024, an estimated $1.29M.
  • Burgundy Asset Management first reported a position in Suncor Energy in Q2 2014 and held it in 25 quarters.
  • Burgundy Asset Management's Suncor Energy position peaked at $212M in Q1 2016.
  • 633 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Burgundy Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.