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	–	876
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Castleview Partners's SU Position: Q3 2024 in Review

Castleview Partners sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 18 shares — an estimated $686 sold.

Castleview Partners first reported a position in SU in Q3 2022 and held it in 8 quarters. The position peaked at $1.37K in Q1 2023. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

Castleview Partners reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 18 Suncor Energy shares in Q3 2024, an estimated $686.
Castleview Partners first reported a position in Suncor Energy in Q3 2022 and held it in 8 quarters.
Castleview Partners's Suncor Energy position peaked at $1.37K in Q1 2023.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.