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Creekmur Asset Management’s Suncor Energy SU Stock Holding History

Creekmur 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
2025
Q1 		– Sell
-37
Closed -$1.32K – 971
2024
Q4 		$1.32K Sell
37
-78
-68% -$3K ﹤0.01% 640
2024
Q3 		$4.25K Buy
115
+78
+211% +$3.01K ﹤0.01% 557
2024
Q2 		$1.41K Buy
+37
New +$1.43K ﹤0.01% 746

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Creekmur Asset Management's SU Position: Q1 2025 in Review

Creekmur Asset Management sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 37 shares — an estimated $1.32K sold.

Creekmur Asset Management first reported a position in SU in Q2 2024 and held it in 3 quarters. The position peaked at $4.25K in Q3 2024. 661 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Creekmur Asset Management reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 37 Suncor Energy shares in Q1 2025, an estimated $1.32K.
  • Creekmur Asset Management first reported a position in Suncor Energy in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Suncor Energy position peaked at $4.25K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.