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
2026
Q1 		$2.88M Buy
43,500
+14,200
+48% +$785K 0.01% 1182
2025
Q4 		$1.3M Sell
29,300
-1,500
-5% -$63.4K ﹤0.01% 1906
2025
Q3 		$1.29M Sell
30,800
-16,000
-34% -$642K ﹤0.01% 1982
2025
Q2 		$1.75M Buy
+46,800
New +$1.69M ﹤0.01% 1747
2025
Q1 		– Sell
-29,600
Closed -$1.06M – 2334
2024
Q4 		$1.06M Sell
29,600
-9,400
-24% -$362K ﹤0.01% 1742
2024
Q3 		$1.44M Buy
+39,000
New +$1.51M ﹤0.01% 1579
2024
Q1 		– Sell
-69,700
Closed -$2.23M – 2262
2023
Q4 		$2.23M Buy
69,700
+57,000
+449% +$1.86M 0.01% 1481
2023
Q3 		$437K Buy
+12,700
New +$407K ﹤0.01% 1819
2023
Q2 		– Sell
-24,200
Closed -$751K – 1883
2023
Q1 		$751K Buy
24,200
+7,000
+41% +$228K ﹤0.01% 1356
2022
Q4 		$546K Sell
17,200
-42,800
-71% -$1.41M ﹤0.01% 1262
2022
Q3 		$1.69M Buy
+60,000
New +$1.9M 0.01% 911
2022
Q2 		– Sell
-38,900
Closed -$1.27M – 1640
2022
Q1 		$1.27M Buy
+38,900
New +$1.15M 0.01% 1098
2021
Q1 		– Sell
-28,800
Closed -$483K – 1590
2020
Q4 		$483K Buy
28,800
+2,200
+8% +$32.3K ﹤0.01% 1133
2020
Q3 		$325K Buy
26,600
+100
+0.4% +$1.57K ﹤0.01% 1105
2020
Q2 		$447K Buy
+26,500
New +$453K 0.01% 886
2019
Q3 		– Sell
-12,300
Closed -$383K – 1880
2019
Q2 		$383K Sell
12,300
-26,900
-69% -$861K ﹤0.01% 1298
2019
Q1 		$1.27M Buy
39,200
+27,700
+241% +$902K 0.01% 954
2018
Q4 		$322K Sell
11,500
-77,300
-87% -$2.57M ﹤0.01% 1579
2018
Q3 		$3.44M Buy
88,800
+33,600
+61% +$1.36M 0.02% 910
2018
Q2 		$2.25M Sell
55,200
-39,600
-42% -$1.54M 0.01% 1020
2018
Q1 		$3.27M Buy
94,800
+36,100
+61% +$1.26M 0.02% 830
2017
Q4 		$2.15M Buy
58,700
+37,900
+182% +$1.32M 0.01% 960
2017
Q3 		$729K Buy
+20,800
New +$664K 0.01% 1071
2016
Q1 		– Sell
-14,000
Closed -$361K – 1814
2015
Q4 		$361K Sell
14,000
-4,800
-26% -$133K ﹤0.01% 1236
2015
Q3 		$502K Sell
18,800
-7,700
-29% -$207K 0.01% 1036
2015
Q2 		$729K Sell
26,500
-93,100
-78% -$2.81M 0.01% 934
2015
Q1 		$3.5M Sell
119,600
-96,300
-45% -$2.86M 0.05% 437
2014
Q4 		$6.86M Buy
215,900
+74,700
+53% +$2.47M 0.08% 338
2014
Q3 		$5.1M Buy
141,200
+52,700
+60% +$2.12M 0.06% 410
2014
Q2 		$3.77M Buy
+88,500
New +$3.45M 0.04% 507
2014
Q1 		– Sell
-32,300
Closed -$1.13M – 1942
2013
Q4 		$1.13M Sell
32,300
-36,800
-53% -$1.29M 0.01% 928
2013
Q3 		$2.47M Buy
+69,100
New +$2.3M 0.03% 570

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.