CIBC World Markets’s Suncor Energy SU Stock Holding History

CIBC World Markets’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
2022 Q1	–	Sell	-502,667	Closed	-$12.6M	–	663
2021 Q4	$12.6M	Sell	502,667 -902,162	-64%	-$22M	0.07%	163
2021 Q3	$29.1M	Hold	1,404,829	–	–	0.2%	88
2021 Q2	$33.7M	Hold	1,404,829	–	–	0.23%	79
2021 Q1	$29.4M	Hold	1,404,829	–	–	0.18%	100
2020 Q4	$23.6M	Sell	1,404,829 -384,811	-22%	-$5.65M	0.12%	134
2020 Q3	$21.9M	Sell	1,789,640 -206,455	-10%	-$3.23M	0.21%	108
2020 Q2	$33.7M	Hold	1,996,095	–	–	0.36%	71
2020 Q1	$31.5M	Buy	+1,996,095	New	+$52.3M	0.4%	66

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return