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Dorchester Wealth Management’s Suncor Energy SU Stock Holding History

Dorchester Wealth 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
2024
Q4 		$13.2M Sell
386,750
-896
-0.2% -$34.5K 2.64% 11
2024
Q3 		$13.7M Sell
387,646
-29
-0% -$1.12K 2.5% 7
2024
Q2 		$14.2M Sell
387,675
-16,664
-4% -$644K 2.74% 6
2024
Q1 		$14.3M Buy
404,339
+2,416
+0.6% +$81.3K 2.58% 6
2023
Q4 		$12.4M Sell
401,923
-144
-0% -$4.7K 2.29% 8
2023
Q3 		$13.4M Sell
402,067
-11,660
-3% -$374K 2.7% 5
2023
Q2 		$11.7M Buy
413,727
+2,995
+0.7% +$89.6K 2.38% 8
2023
Q1 		$12.3M Buy
410,732
+10,903
+3% +$355K 2.53% 6
2022
Q4 		$12.2M Sell
399,829
-5,381
-1% -$177K 2.89% 4
2022
Q3 		$11.4M Buy
405,210
+5,280
+1% +$167K 2.51% 9
2022
Q2 		$14M Sell
399,930
-135,721
-25% -$4.94M 2.79% 6
2022
Q1 		$17.6M Sell
535,651
-3,390
-0.6% -$101K 2.82% 6
2021
Q4 		$13.5M Buy
539,041
+10,721
+2% +$261K 2.67% 8
2021
Q3 		$10.9M Buy
528,320
+8,541
+2% +$171K 2.68% 7
2021
Q2 		$12.5M Sell
519,779
-3,879
-0.7% -$89K 2.85% 7
2021
Q1 		$10.9M Buy
523,658
+19,475
+4% +$382K 2.71% 8
2020
Q4 		$8.46M Buy
504,183
+12,717
+3% +$187K 2.24% 12
2020
Q3 		$5.99M Buy
491,466
+3,467
+0.7% +$54.3K 1.85% 19
2020
Q2 		$8.2M Buy
487,999
+156,578
+47% +$2.68M 2.6% 9
2020
Q1 		$5.25M Buy
331,421
+17,565
+6% +$461K 1.94% 18
2019
Q4 		$10.3M Buy
313,856
+1,871
+0.6% +$58.4K 2.86% 7
2019
Q3 		$9.85M Sell
311,985
-2,248
-0.7% -$67.6K 2.89% 7
2019
Q2 		$9.81M Sell
314,233
-1,743
-0.6% -$55.8K 2.9% 8
2019
Q1 		$10.2M Buy
315,976
+7,076
+2% +$230K 3.12% 7
2018
Q4 		$8.63M Buy
308,900
+9,604
+3% +$319K 3.01% 7
2018
Q3 		$11.6M Sell
299,296
-36,391
-11% -$1.47M 3.59% 5
2018
Q2 		$13.6M Sell
335,687
-6,259
-2% -$244K 4.48% 4
2018
Q1 		$11.8M Sell
341,946
-6,430
-2% -$224K 3.97% 5
2017
Q4 		$12.8M Sell
348,376
-7,263
-2% -$252K 4.05% 5
2017
Q3 		$12.5M Buy
355,639
+2,389
+0.7% +$76.3K 4% 5
2017
Q2 		$10.3M Sell
353,250
-1,758
-0.5% -$54.1K 3.56% 5
2017
Q1 		$10.9M Sell
355,008
-5,388
-1% -$170K 3.79% 5
2016
Q4 		$11.8M Sell
360,396
-20,745
-5% -$636K 4.29% 4
2016
Q3 		$10.6M Sell
381,141
-4,506
-1% -$123K 3.94% 4
2016
Q2 		$10.7M Buy
385,647
+16,966
+5% +$465K 3.97% 4
2016
Q1 		$10.3M Buy
368,681
+1,286
+0.4% +$31.1K 3.89% 4
2015
Q4 		$9.48M Sell
367,395
-8,776
-2% -$242K 3.94% 4
2015
Q3 		$10.1M Sell
376,171
-7,224
-2% -$194K 3.74% 4
2015
Q2 		$10.6M Buy
+383,395
New +$11.6M 3.5% 5

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dorchester Wealth Management's SU Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Suncor Energy (SU) stake by 0.23% in Q4 2024, selling an estimated $34.5K and leaving 386,750 shares worth $13.2M. The position accounts for 2.64% of the portfolio, ranked #11.

Dorchester Wealth Management first reported a position in SU in Q2 2015 and has held it in 39 quarters since. The position peaked at $17.6M in Q1 2022. 653 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Dorchester Wealth Management held 386,750 shares of Suncor Energy worth $13.2M as of Q4 2024.
  • Dorchester Wealth Management sold 896 Suncor Energy shares in Q4 2024, an estimated $34.5K.
  • Suncor Energy made up 2.64% of Dorchester Wealth Management's portfolio in Q4 2024, its #11 holding.
  • Dorchester Wealth Management first reported a position in Suncor Energy in Q2 2015 and has held it in 39 quarters since.
  • Dorchester Wealth Management's Suncor Energy position peaked at $17.6M in Q1 2022.
  • 653 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.