CM
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Caption Management’s Suncor Energy SU Stock Holding History

Caption Management’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
Q1 		– Sell
-140,000
Closed -$4.44M – 1530
2022
Q4 		$4.44M Sell
140,000
-115,000
-45% -$3.78M 0.07% 329
2022
Q3 		$7.18M Buy
+255,000
New +$8.06M 0.1% 243

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caption Management's SU Position: Q3 2024 in Review

Caption Management sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 34,000 shares — an estimated $1.3M sold.

Caption Management first reported a position in SU in Q3 2022 and held it in 6 quarters. The position peaked at $2.7M in Q4 2023. 637 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • Caption Management reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
  • Caption Management sold 34,000 Suncor Energy shares in Q3 2024, an estimated $1.3M.
  • Caption Management first reported a position in Suncor Energy in Q3 2022 and held it in 6 quarters.
  • Caption Management's Suncor Energy position peaked at $2.7M in Q4 2023.
  • 637 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Caption Management's 13F filing for Q3 2024, filed 14 Nov 2024.