CVA Family Office’s Suncor Energy SU Stock Holding History

CVA Family Office’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	$4.43K	Sell	67 -25	-27%	-$1.38K	﹤0.01%	1271
2025 Q4	$4.08K	Hold	92	–	–	﹤0.01%	909
2025 Q3	$3.85K	Hold	92	–	–	﹤0.01%	925
2025 Q2	$3.44K	Sell	92 -5	-5%	-$181	﹤0.01%	929
2025 Q1	$3.76K	Hold	97	–	–	﹤0.01%	937
2024 Q4	$3.46K	Hold	97	–	–	﹤0.01%	923
2024 Q3	$3.58K	Hold	97	–	–	﹤0.01%	896
2024 Q2	$3.7K	Hold	97	–	–	﹤0.01%	872
2024 Q1	$3.58K	Buy	97 +31	+47%	+$1.04K	﹤0.01%	870
2023 Q4	$2.12K	Buy	+66	New	+$2.15K	﹤0.01%	904
2023 Q3	–	Sell	-35	Closed	-$1.03K	–	853
2023 Q2	$1.03K	Buy	+35	New	+$1.05K	﹤0.01%	944
2021 Q4	–	Sell	-185	Closed	-$2K	–	923
2021 Q3	$2K	Hold	185	–	–	﹤0.01%	347
2021 Q2	$4K	Hold	185	–	–	﹤0.01%	812
2021 Q1	$4K	Hold	185	–	–	﹤0.01%	657
2020 Q4	$3K	Hold	185	–	–	﹤0.01%	337
2020 Q3	$2K	Buy	+185	New	+$2.9K	﹤0.01%	347

Other funds holding SU

Royal Bank of Canada

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

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

Bank of Montreal

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

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 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