Cresset Asset Management’s Suncor Energy SU Stock Holding History

Cresset 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 Q2	–	Sell	-11,046	Closed	-$428K	–	1757
2025 Q1	$428K	Buy	11,046 +368	+3%	+$14K	﹤0.01%	1148
2024 Q4	$381K	Sell	10,678 -11,704	-52%	-$450K	﹤0.01%	1218
2024 Q3	$826K	Buy	22,382 +8,610	+63%	+$332K	﹤0.01%	1257
2024 Q2	$525K	Buy	13,772 +1,268	+10%	+$49K	﹤0.01%	1421
2024 Q1	$462K	Buy	12,504 +1,558	+14%	+$52.4K	﹤0.01%	1370
2023 Q4	$351K	Sell	10,946 -2,272	-17%	-$74.2K	﹤0.01%	1415
2023 Q3	$454K	Buy	13,218 +453	+4%	+$14.5K	﹤0.01%	1240
2023 Q2	$374K	Buy	+12,765	New	+$382K	﹤0.01%	1416
2022 Q3	–	Sell	-6,822	Closed	-$239K	–	958
2022 Q2	$239K	Sell	6,822 -314	-4%	-$11.4K	﹤0.01%	777
2022 Q1	$233K	Buy	+7,136	New	+$212K	﹤0.01%	864
2021 Q4	–	Sell	-11,477	Closed	-$238K	–	1288
2021 Q3	$238K	Buy	+11,477	New	+$229K	﹤0.01%	953
2020 Q2	–	Sell	-12,378	Closed	-$196K	–	733
2020 Q1	$196K	Buy	+12,378	New	+$325K	0.01%	515
2019 Q2	–	Sell	-2,059	Closed	-$67K	–	1537
2019 Q1	$67K	Buy	2,059 +1,534	+292%	+$50K	﹤0.01%	687
2018 Q4	$15K	Buy	+525	New	+$17.4K	﹤0.01%	774

Other funds holding SU

Royal Bank of Canada

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Artisan Partners

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

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

TD Asset Management

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

Bank of Montreal

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return