ClariVest Asset Management’s Suncor Energy SU Stock Holding History

ClariVest Asset Management’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
2023 Q2	–	Sell	-185,700	Closed	-$5.76M	–	760
2023 Q1	$5.76M	Buy	185,700 +650	+0.4%	+$21.1K	0.26%	80
2022 Q4	$5.87M	Sell	185,050 -3,310	-2%	-$109K	0.28%	79
2022 Q3	$5.33M	Sell	188,360 -3,790	-2%	-$120K	0.26%	81
2022 Q2	$6.73M	Sell	192,150 -20,960	-10%	-$763K	0.29%	74
2022 Q1	$6.95M	Sell	213,110 -22,290	-9%	-$662K	0.27%	79
2021 Q4	$5.9M	Sell	235,400 -53,150	-18%	-$1.29M	0.18%	106
2021 Q3	$5.98M	Buy	+288,550	New	+$5.77M	0.19%	111

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fidelity International

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return