Cambridge Trust’s Suncor Energy SU Stock Holding History

Cambridge 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
2024 Q1	$24.9K	Hold	675	–	–	﹤0.01%	500
2023 Q4	$21.6K	Hold	675	–	–	﹤0.01%	500
2023 Q3	$23.2K	Hold	675	–	–	﹤0.01%	486
2023 Q2	$19.8K	Hold	675	–	–	﹤0.01%	528
2023 Q1	$21K	Hold	675	–	–	﹤0.01%	550
2022 Q4	$21K	Sell	675 -300	-31%	-$9.86K	﹤0.01%	558
2022 Q3	$27K	Hold	975	–	–	﹤0.01%	529
2022 Q2	$35K	Buy	975 +300	+44%	+$10.9K	﹤0.01%	533
2022 Q1	$22K	Hold	675	–	–	﹤0.01%	658
2021 Q4	$17K	Buy	+675	New	+$16.4K	﹤0.01%	726

Other funds holding SU

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

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

EIM

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Cambridge Trust's SU Position: Q1 2024 in Review

Cambridge Trust held its Suncor Energy (SU) position steady in Q1 2024 at 675 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Cambridge Trust first reported a position in SU in Q4 2021 and has held it in 10 quarters since. The position peaked at $35K in Q2 2022. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

Cambridge Trust held 675 shares of Suncor Energy worth $24.9K as of Q1 2024.
Cambridge Trust left its Suncor Energy share count unchanged in Q1 2024.
Suncor Energy made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #500 holding.
Cambridge Trust first reported a position in Suncor Energy in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Suncor Energy position peaked at $35K in Q2 2022.
598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.