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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 $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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cresset Asset Management's SU Position: Q2 2025 in Review

Cresset Asset Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 11,046 shares — an estimated $428K sold.

Cresset Asset Management first reported a position in SU in Q4 2018 and held it in 14 quarters. The position peaked at $826K in Q3 2024. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Cresset Asset Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 11,046 Suncor Energy shares in Q2 2025, an estimated $428K.
  • Cresset Asset Management first reported a position in Suncor Energy in Q4 2018 and held it in 14 quarters.
  • Cresset Asset Management's Suncor Energy position peaked at $826K in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.