Claris Advisors’s Suncor Energy SU Stock Holding History

Claris Advisors’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 Q4	–	Sell	-2,000	Closed	-$73.8K	–	1014
2024 Q3	$73.8K	Buy	+2,000	New	+$77.2K	0.03%	95

Other funds holding SU

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Claris Advisors's SU Position: Q4 2024 in Review

Claris Advisors sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 2,000 shares — an estimated $73.8K sold.

Claris Advisors first reported a position in SU in Q3 2024 and held it in 1 quarter. The position peaked at $73.8K in Q3 2024. 653 funds tracked by Wall St. Rank hold SU as of Q4 2024.

Claris Advisors reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2,000 Suncor Energy shares in Q4 2024, an estimated $73.8K.
Claris Advisors first reported a position in Suncor Energy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Suncor Energy position peaked at $73.8K in Q3 2024.
653 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.