Castleview Partners’s Suncor Energy SU Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-18	Closed	-$686	–	878
2024 Q2	$686	Sell	18 -14	-44%	-$541	﹤0.01%	838
2024 Q1	$1.18K	Sell	32 -2	-6%	-$67	﹤0.01%	783
2023 Q4	$1.09K	Sell	34 -1	-3%	-$33	﹤0.01%	760
2023 Q3	$1.2K	Sell	35 -8	-19%	-$257	﹤0.01%	602
2023 Q2	$1.26K	Sell	43 -1	-2%	-$30	﹤0.01%	620
2023 Q1	$1.37K	Buy	44 +11	+33%	+$358	﹤0.01%	591
2022 Q4	$1.05K	Buy	33 +10	+43%	+$329	﹤0.01%	550
2022 Q3	$1K	Buy	+23	New	+$727	﹤0.01%	597

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 $245B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return