Clarius Group LLC’s Suncor Energy SU Stock Holding History

Clarius Group LLC’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 Q4	$290K	Hold	6,528	–	–	0.02%	298
2025 Q3	$273K	Sell	6,528 -870	-12%	-$34.9K	0.02%	327
2025 Q2	$277K	Buy	7,398 +1,318	+22%	+$47.7K	0.02%	375
2025 Q1	$235K	Sell	6,080 -352	-5%	-$13.4K	0.01%	422
2024 Q4	$229K	Hold	6,432	–	–	0.02%	395
2024 Q3	$237K	Sell	6,432 -703	-10%	-$27.1K	0.02%	380
2024 Q2	$272K	Sell	7,135 -1,725	-19%	-$66.7K	0.02%	335
2024 Q1	$327K	Sell	8,860 -2,375	-21%	-$79.9K	0.02%	313
2023 Q4	$360K	Buy	11,235 +4,307	+62%	+$141K	0.03%	305
2023 Q3	$238K	Sell	6,928 -892	-11%	-$28.6K	0.02%	394
2023 Q2	$229K	Sell	7,820 -3,232	-29%	-$96.7K	0.02%	456
2023 Q1	$343K	Sell	11,052 -103	-0.9%	-$3.35K	0.03%	349
2022 Q4	$354K	Buy	11,155 +623	+6%	+$20.5K	0.03%	336
2022 Q3	$296K	Buy	10,532 +466	+5%	+$14.7K	0.03%	351
2022 Q2	$353K	Buy	+10,066	New	+$366K	0.04%	285
2018 Q3	–	Sell	-5,324	Closed	-$217K	–	131
2018 Q2	$217K	Buy	+5,324	New	+$207K	0.09%	78

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Clarius Group LLC's SU Position: Q4 2025 in Review

Clarius Group LLC held its Suncor Energy (SU) position steady in Q4 2025 at 6,528 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #298.

Clarius Group LLC first reported a position in SU in Q2 2018 and has held it in 16 quarters since. The position peaked at $360K in Q4 2023. 680 funds tracked by Wall St. Rank hold SU as of Q4 2025.

Clarius Group LLC held 6,528 shares of Suncor Energy worth $290K as of Q4 2025.
Clarius Group LLC left its Suncor Energy share count unchanged in Q4 2025.
Suncor Energy made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #298 holding.
Clarius Group LLC first reported a position in Suncor Energy in Q2 2018 and has held it in 16 quarters since.
Clarius Group LLC's Suncor Energy position peaked at $360K in Q4 2023.
680 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.