Caldwell Trust’s Suncor Energy SU Stock Holding History

Caldwell Trust’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
2026 Q1	$21.6K	Hold	327	–	–	﹤0.01%	587
2025 Q4	$14.5K	Buy	327 +15	+5%	+$634	﹤0.01%	619
2025 Q3	$13K	Hold	312	–	–	﹤0.01%	621
2025 Q2	$11.7K	Hold	312	–	–	﹤0.01%	624
2025 Q1	$12.1K	Hold	312	–	–	﹤0.01%	614
2024 Q4	$11.1K	Hold	312	–	–	﹤0.01%	600
2024 Q3	$11.5K	Hold	312	–	–	﹤0.01%	599
2024 Q2	$11.9K	Hold	312	–	–	﹤0.01%	600
2024 Q1	$11.5K	Hold	312	–	–	﹤0.01%	610
2023 Q4	$10K	Sell	312 -268	-46%	-$8.75K	﹤0.01%	607
2023 Q3	$19.9K	Hold	580	–	–	﹤0.01%	543
2023 Q2	$17K	Buy	+580	New	+$17.3K	﹤0.01%	583

Other funds holding SU

Royal Bank of Canada

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

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

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

Fidelity Investments

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return