Covestor’s Suncor Energy SU Stock Holding History

Covestor’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	$100K	Sell	1,513 -227	-13%	-$12.5K	0.07%	292
2025 Q4	$77K	Sell	1,740 -180	-9%	-$7.61K	0.04%	706
2025 Q3	$80K	Hold	1,920	–	–	0.04%	690
2025 Q2	$72K	Buy	1,920 +819	+74%	+$29.6K	0.04%	734
2025 Q1	$43K	Buy	1,101 +6	+0.5%	+$229	0.03%	908
2024 Q4	$39K	Buy	1,095 +256	+31%	+$9.85K	0.02%	946
2024 Q3	$31K	Sell	839 -1,292	-61%	-$49.9K	0.02%	1051
2024 Q2	$81K	Buy	2,131 +1,597	+299%	+$61.7K	0.05%	627
2024 Q1	$20K	Buy	+534	New	+$18K	0.01%	1225
2023 Q1	–	Sell	-17	Closed	-$1K	–	2584
2022 Q4	$1K	Buy	+17	New	+$559	﹤0.01%	1935
2022 Q3	–	Sell	-1,569	Closed	-$55K	–	2594
2022 Q2	$55K	Buy	+1,569	New	+$57.1K	0.05%	711

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