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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
Q1 		– Hold
0
– -$7.14K – 1849
2024
Q4 		– Sell
-200
Closed -$7.7K – 1742
2024
Q3 		$7.38K Hold
200
– – ﹤0.01% 2173
2024
Q2 		$7.62K Buy
+200
New +$7.73K ﹤0.01% 2091

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 645 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.
  • 645 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.