Cromwell Holdings’s Suncor Energy SU Stock Holding History

Cromwell Holdings’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 Q2	$92.2K	Hold	1,718	–	–	0.04%	371
2026 Q1	$114K	Hold	1,718	–	–	0.06%	298
2025 Q4	$76.2K	Hold	1,718	–	–	0.04%	372
2025 Q3	$71.8K	Hold	1,718	–	–	0.04%	397
2025 Q2	$64.3K	Hold	1,718	–	–	0.04%	403
2025 Q1	$66.5K	Hold	1,718	–	–	0.04%	380
2024 Q4	$61.3K	Hold	1,718	–	–	0.04%	398
2024 Q3	$63.4K	Hold	1,718	–	–	0.04%	388
2024 Q2	$65.5K	Buy	+1,718	New	+$66.4K	0.04%	371

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return