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Cumberland Partners’s Suncor Energy SU Stock Holding History

Cumberland Partners’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
Q1 		$304K Sell
4,607
-2,013
-30% -$111K 0.02% 151
2025
Q4 		$294K Buy
+6,620
New +$280K 0.02% 164
2024
Q1 		– Sell
-60,421
Closed -$2.08M – 212
2023
Q4 		$2.08M Sell
60,421
-200
-0.3% -$6.53K 0.19% 88
2023
Q3 		$2.09M Sell
60,621
-12,454
-17% -$399K 0.2% 85
2023
Q2 		$2.15M Sell
73,075
-6,719
-8% -$201K 0.2% 90
2023
Q1 		$2.47M Sell
79,794
-6,182
-7% -$201K 0.24% 78
2022
Q4 		$2.73M Sell
85,976
-2,356
-3% -$77.4K 0.29% 71
2022
Q3 		$2.49M Buy
88,332
+154
+0.2% +$4.87K 0.26% 64
2022
Q2 		$3.09M Sell
88,178
-151,243
-63% -$5.51M 0.3% 64
2022
Q1 		$7.8M Sell
239,421
-51,433
-18% -$1.53M 0.59% 45
2021
Q4 		$7.28M Sell
290,854
-19,172
-6% -$467K 0.51% 48
2021
Q3 		$6.42M Sell
310,026
-2,050
-0.7% -$41K 0.53% 53
2021
Q2 		$7.47M Buy
312,076
+304,039
+3,783% +$6.97M 0.59% 48
2021
Q1 		$168K Buy
+8,037
New +$158K 0.01% 171
2020
Q3 		– Sell
-190,683
Closed -$3.21M – 163
2020
Q2 		$3.21M Buy
190,683
+29,741
+18% +$508K 0.33% 73
2020
Q1 		$2.54M Sell
160,942
-722,921
-82% -$19M 0.31% 73
2019
Q4 		$29M Buy
883,863
+25,090
+3% +$783K 2.57% 7
2019
Q3 		$27.1M Sell
858,773
-1,469
-0.2% -$44.2K 2.6% 9
2019
Q2 		$26.8M Buy
860,242
+94,884
+12% +$3.04M 2.58% 10
2019
Q1 		$24.8M Sell
765,358
-13,065
-2% -$425K 2.49% 10
2018
Q4 		$21.7M Buy
778,423
+187,584
+32% +$6.23M 2.46% 14
2018
Q3 		$22.8M Sell
590,839
-39,983
-6% -$1.62M 2.18% 16
2018
Q2 		$25.7M Buy
630,822
+48,716
+8% +$1.9M 2.59% 13
2018
Q1 		$20.4M Buy
582,106
+3,071
+0.5% +$107K 2.88% 15
2017
Q4 		$21.3M Sell
579,035
-16,082
-3% -$559K 2.81% 14
2017
Q3 		$20.8M Sell
595,117
-445,665
-43% -$14.2M 2.8% 15
2017
Q2 		$30.4M Sell
1,040,782
-10,305
-1% -$317K 4.3% 6
2017
Q1 		$32.2M Sell
1,051,087
-28,367
-3% -$893K 4.71% 3
2016
Q4 		$35.3M Sell
1,079,454
-238,149
-18% -$7.3M 5.37% 2
2016
Q3 		$36.6M Sell
1,317,603
-29,870
-2% -$816K 5.14% 3
2016
Q2 		$37.1M Sell
1,347,473
-79,172
-6% -$2.17M 5.25% 4
2016
Q1 		$39.8M Buy
1,426,645
+185,201
+15% +$4.48M 5.51% 4
2015
Q4 		$32M Buy
1,241,444
+217,036
+21% +$5.99M 4.16% 9
2015
Q3 		$27.3M Buy
1,024,408
+4,581
+0.4% +$123K 3.38% 13
2015
Q2 		$28.1M Sell
1,019,827
-15,970
-2% -$483K 3.2% 15
2015
Q1 		$30.2M Sell
1,035,797
-40,992
-4% -$1.22M 3.32% 12
2014
Q4 		$34.3M Buy
1,076,789
+339,369
+46% +$11.2M 3.58% 11
2014
Q3 		$26.7M Sell
737,420
-566,259
-43% -$22.7M 3.26% 14
2014
Q2 		$55.6M Sell
1,303,679
-255,508
-16% -$9.95M 6.26% 3
2014
Q1 		$54.6M Buy
1,559,187
+49,194
+3% +$1.64M 6.38% 4
2013
Q4 		$52.9M Buy
1,509,993
+58,278
+4% +$2.05M 5.73% 4
2013
Q3 		$51.9M Buy
1,451,715
+9,963
+0.7% +$331K 6.38% 3
2013
Q2 		$42.5M Buy
+1,441,752
New +$43.4M 5.42% 3

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cumberland Partners's SU Position: Q1 2026 in Review

Cumberland Partners reduced its Suncor Energy (SU) stake by 30% in Q1 2026, selling an estimated $111K and leaving 4,607 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #151.

Cumberland Partners first reported a position in SU in Q2 2013 and has held it in 43 quarters since. The position peaked at $55.6M in Q2 2014. 749 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Cumberland Partners held 4,607 shares of Suncor Energy worth $304K as of Q1 2026.
  • Cumberland Partners sold 2,013 Suncor Energy shares in Q1 2026, an estimated $111K.
  • Suncor Energy made up 0.02% of Cumberland Partners's portfolio in Q1 2026, its #151 holding.
  • Cumberland Partners first reported a position in Suncor Energy in Q2 2013 and has held it in 43 quarters since.
  • Cumberland Partners's Suncor Energy position peaked at $55.6M in Q2 2014.
  • 749 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.