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Carderock Capital Management’s Suncor Energy SU Stock Holding History

Carderock Capital 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
2025
Q3 		– Sell
-2,000
Closed -$74.9K – 118
2025
Q2 		$74.9K Buy
+2,000
New +$72.3K 0.02% 99
2014
Q3 		– Sell
-5,500
Closed -$234K – 98
2014
Q2 		$234K Hold
5,500
– – 0.12% 90
2014
Q1 		$192K Buy
+5,500
New +$183K 0.1% 99

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carderock Capital Management's SU Position: Q3 2025 in Review

Carderock Capital Management sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 2,000 shares — an estimated $74.9K sold.

Carderock Capital Management first reported a position in SU in Q1 2014 and held it in 3 quarters. The position peaked at $234K in Q2 2014. 636 funds tracked by Wall St. Rank hold SU as of Q3 2025.

  • Carderock Capital Management reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 2,000 Suncor Energy shares in Q3 2025, an estimated $74.9K.
  • Carderock Capital Management first reported a position in Suncor Energy in Q1 2014 and held it in 3 quarters.
  • Carderock Capital Management's Suncor Energy position peaked at $234K in Q2 2014.
  • 636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.