Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Suncor Energy SU Stock Holding History

Capital Fund Management (CFM)’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
2023
Q4 		– Sell
-30,239
Closed -$987K – 2289
2023
Q3 		$1.04M Buy
+30,239
New +$970K ﹤0.01% 1630
2023
Q2 		– Sell
-54,243
Closed -$1.68M – 1884
2023
Q1 		$1.68M Sell
54,243
-18,600
-26% -$605K 0.01% 1113
2022
Q4 		$2.31M Buy
72,843
+21,253
+41% +$699K 0.02% 890
2022
Q3 		$1.45M Buy
+51,590
New +$1.63M 0.01% 957
2022
Q2 		– Sell
-113,155
Closed -$4.12M – 1641
2022
Q1 		$3.69M Sell
113,155
-76,792
-40% -$2.28M 0.03% 692
2021
Q4 		$4.75M Buy
189,947
+85,423
+82% +$2.08M 0.03% 660
2021
Q3 		$2.17M Sell
104,524
-32,265
-24% -$645K 0.02% 908
2021
Q2 		$3.28M Buy
136,789
+80,893
+145% +$1.86M 0.03% 743
2021
Q1 		$1.17M Buy
+55,896
New +$1.1M 0.01% 926
2020
Q3 		– Sell
-654,575
Closed -$10.2M – 1385
2020
Q2 		$11M Buy
654,575
+114,523
+21% +$1.96M 0.18% 166
2020
Q1 		$8.53M Buy
540,052
+206,212
+62% +$5.41M 0.13% 208
2019
Q4 		$10.9M Sell
333,840
-162,425
-33% -$5.07M 0.09% 295
2019
Q3 		$15.7M Buy
496,265
+222,945
+82% +$6.71M 0.14% 196
2019
Q2 		$8.52M Buy
273,320
+164,000
+150% +$5.25M 0.08% 348
2019
Q1 		$3.54M Buy
109,320
+94,524
+639% +$3.08M 0.03% 612
2018
Q4 		$414K Buy
14,796
+2,760
+23% +$91.7K ﹤0.01% 1469
2018
Q3 		$466K Buy
12,036
+6,537
+119% +$265K ﹤0.01% 1625
2018
Q2 		$224K Sell
5,499
-310,546
-98% -$12.1M ﹤0.01% 1880
2018
Q1 		$10.9M Buy
316,045
+299,255
+1,782% +$10.4M 0.07% 420
2017
Q4 		$617K Buy
+16,790
New +$583K ﹤0.01% 1385
2017
Q3 		– Sell
-247,368
Closed -$7.9M – 1734
2017
Q2 		$7.22M Sell
247,368
-16,865
-6% -$519K 0.06% 375
2017
Q1 		$8.13M Buy
+264,233
New +$8.32M 0.07% 331
2016
Q3 		– Sell
-490,499
Closed -$13.6M – 1791
2016
Q2 		$13.6M Buy
490,499
+358,435
+271% +$9.83M 0.13% 199
2016
Q1 		$3.67M Sell
132,064
-205,943
-61% -$4.98M 0.04% 530
2015
Q4 		$8.72M Sell
338,007
-214,622
-39% -$5.93M 0.09% 293
2015
Q3 		$14.8M Sell
552,629
-127,233
-19% -$3.41M 0.17% 154
2015
Q2 		$18.7M Buy
679,862
+221,375
+48% +$6.69M 0.24% 111
2015
Q1 		$13.4M Buy
458,487
+232,202
+103% +$6.9M 0.18% 144
2014
Q4 		$7.19M Buy
226,285
+176,688
+356% +$5.85M 0.09% 324
2014
Q3 		$1.79M Buy
+49,597
New +$1.99M 0.02% 718
2014
Q2 		– Sell
-176,094
Closed -$6.86M – 1919
2014
Q1 		$6.16M Buy
+176,094
New +$5.86M 0.08% 299
2013
Q3 		– Sell
-144,821
Closed -$4.82M – 1880
2013
Q2 		$4.27M Buy
+144,821
New +$4.36M 0.07% 400

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
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
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

Capital Fund Management (CFM)'s SU Position: Q4 2023 in Review

Capital Fund Management (CFM) sold out of Suncor Energy (SU) in Q4 2023, closing a stake of 30,239 shares — an estimated $987K sold.

Capital Fund Management (CFM) first reported a position in SU in Q2 2013 and held it in 32 quarters. The position peaked at $18.7M in Q2 2015. 591 funds tracked by Wall St. Rank hold SU as of Q4 2023.

  • Capital Fund Management (CFM) reported no remaining Suncor Energy position as of Q4 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 30,239 Suncor Energy shares in Q4 2023, an estimated $987K.
  • Capital Fund Management (CFM) first reported a position in Suncor Energy in Q2 2013 and held it in 32 quarters.
  • Capital Fund Management (CFM)'s Suncor Energy position peaked at $18.7M in Q2 2015.
  • 591 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2023, filed 14 Feb 2024.