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 		$3.77M Sell
57,100
-29,300
-34% -$1.62M 0.02% 1036
2025
Q4 		$3.83M Hold
86,400
– – 0.01% 1333
2025
Q3 		$3.61M Buy
86,400
+600
+0.7% +$24.1K 0.01% 1440
2025
Q2 		$3.21M Buy
+85,800
New +$3.1M 0.01% 1419
2025
Q1 		– Sell
-146,100
Closed -$5.21M – 2335
2024
Q4 		$5.21M Buy
146,100
+132,900
+1,007% +$5.11M 0.01% 1058
2024
Q3 		$487K Buy
13,200
+1,100
+9% +$42.5K ﹤0.01% 1850
2024
Q2 		$461K Buy
+12,100
New +$468K ﹤0.01% 1771
2024
Q1 		– Sell
-37,300
Closed -$1.2M – 2263
2023
Q4 		$1.2M Buy
+37,300
New +$1.22M ﹤0.01% 1777
2023
Q2 		– Sell
-14,200
Closed -$441K – 1885
2023
Q1 		$441K Sell
14,200
-2,400
-14% -$78.1K ﹤0.01% 1457
2022
Q4 		$527K Sell
16,600
-49,700
-75% -$1.63M ﹤0.01% 1266
2022
Q3 		$1.87M Buy
66,300
+11,500
+21% +$363K 0.01% 878
2022
Q2 		$1.92M Sell
54,800
-28,600
-34% -$1.04M 0.02% 844
2022
Q1 		$2.72M Buy
+83,400
New +$2.48M 0.02% 836
2020
Q3 		– Sell
-24,800
Closed -$418K – 1386
2020
Q2 		$418K Buy
+24,800
New +$424K 0.01% 894
2019
Q3 		– Sell
-6,500
Closed -$203K – 1881
2019
Q2 		$203K Sell
6,500
-61,000
-90% -$1.95M ﹤0.01% 1522
2019
Q1 		$2.19M Buy
67,500
+45,200
+203% +$1.47M 0.02% 773
2018
Q4 		$624K Sell
22,300
-109,900
-83% -$3.65M 0.01% 1276
2018
Q3 		$5.12M Buy
132,200
+47,600
+56% +$1.93M 0.03% 753
2018
Q2 		$3.44M Sell
84,600
-29,200
-26% -$1.14M 0.02% 884
2018
Q1 		$3.93M Buy
113,800
+91,000
+399% +$3.17M 0.02% 770
2017
Q4 		$837K Buy
22,800
+2,900
+15% +$101K ﹤0.01% 1280
2017
Q3 		$697K Buy
+19,900
New +$635K 0.01% 1086
2017
Q1 		– Sell
-6,400
Closed -$209K – 1803
2016
Q4 		$209K Buy
+6,400
New +$196K ﹤0.01% 1565
2016
Q1 		– Sell
-17,900
Closed -$462K – 1815
2015
Q4 		$462K Sell
17,900
-7,300
-29% -$202K ﹤0.01% 1149
2015
Q3 		$673K Sell
25,200
-11,800
-32% -$317K 0.01% 936
2015
Q2 		$1.02M Sell
37,000
-33,900
-48% -$1.02M 0.01% 825
2015
Q1 		$2.07M Sell
70,900
-64,400
-48% -$1.91M 0.03% 578
2014
Q4 		$4.3M Buy
135,300
+10,900
+9% +$361K 0.05% 482
2014
Q3 		$4.5M Buy
124,400
+30,900
+33% +$1.24M 0.05% 443
2014
Q2 		$3.99M Buy
+93,500
New +$3.64M 0.04% 492
2014
Q1 		– Sell
-33,800
Closed -$1.19M – 1943
2013
Q4 		$1.19M Sell
33,800
-6,100
-15% -$214K 0.01% 899
2013
Q3 		$1.43M Buy
+39,900
New +$1.33M 0.02% 746

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.