Easterly Investment Partners’s Suncor Energy SU Stock Holding History

Easterly Investment 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	$4.08M	Sell	61,797 -46,680	-43%	-$2.58M	0.31%	71
2025 Q4	$4.81M	Sell	108,477 -49,401	-31%	-$2.09M	0.3%	80
2025 Q3	$6.6M	Sell	157,878 -5,858	-4%	-$235K	0.45%	66
2025 Q2	$6.13M	Sell	163,736 -122,921	-43%	-$4.45M	0.44%	72
2025 Q1	$11.1M	Buy	286,657 +30,125	+12%	+$1.15M	0.92%	34
2024 Q4	$9.15M	Buy	256,532 +2,418	+1%	+$93K	0.72%	46
2024 Q3	$9.38M	Buy	254,114 +7,835	+3%	+$303K	0.75%	47
2024 Q2	$9.38M	Sell	246,279 -22,780	-8%	-$880K	0.82%	45
2024 Q1	$9.93M	Buy	269,059 +11,587	+5%	+$390K	0.76%	53
2023 Q4	$8.25M	Sell	257,472 -6,385	-2%	-$208K	0.88%	47
2023 Q3	$9.07M	Buy	263,857 +14,293	+6%	+$458K	1%	45
2023 Q2	$7.32M	Buy	249,564 +26,573	+12%	+$795K	0.65%	69
2023 Q1	$6.92M	Buy	222,991 +136,648	+158%	+$4.44M	0.61%	68
2022 Q4	$2.74M	Sell	86,343 -1,518	-2%	-$49.9K	0.24%	93
2022 Q3	$2.47M	Sell	87,861 -21,690	-20%	-$685K	0.24%	96
2022 Q2	$3.84M	Buy	109,551 +36,806	+51%	+$1.34M	0.34%	81
2022 Q1	$2.37M	Sell	72,745 -49,594	-41%	-$1.47M	0.18%	98
2021 Q4	$3.06M	Sell	122,339 -8,404	-6%	-$205K	0.22%	90
2021 Q3	$2.71M	Buy	+130,743	New	+$2.61M	0.18%	97

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