Colonial Trust’s Suncor Energy SU Stock Holding History

Colonial Trust’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
2026 Q1	$38.9K	Hold	588	–	–	0.01%	575
2025 Q4	$26.1K	Hold	588	–	–	﹤0.01%	644
2025 Q3	$24.6K	Hold	588	–	–	﹤0.01%	645
2025 Q2	$22K	Hold	588	–	–	﹤0.01%	662
2025 Q1	$22.8K	Sell	588 -130	-18%	-$4.96K	﹤0.01%	668
2024 Q4	$25.6K	Sell	718 -1	-0.1%	-$38	﹤0.01%	734
2024 Q3	$26.5K	Hold	719	–	–	﹤0.01%	661
2024 Q2	$27.4K	Buy	719 +588	+449%	+$22.7K	﹤0.01%	612
2024 Q1	$4.78K	Buy	131 +26	+25%	+$875	﹤0.01%	831
2023 Q4	$3.35K	Hold	105	–	–	﹤0.01%	838
2023 Q3	$3.59K	Buy	+105	New	+$3.37K	﹤0.01%	825

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

Fidelity Investments

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return