Epacria Capital Partners’s Suncor Energy SU Stock Holding History

Epacria Capital 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
2024 Q3	–	Sell	-56,400	Closed	-$2.15M	–	54
2024 Q2	$2.15M	Hold	56,400	–	–	1.58%	17
2024 Q1	$2.08M	Hold	56,400	–	–	1.51%	20
2023 Q4	$1.81M	Hold	56,400	–	–	1.45%	18
2023 Q3	$1.94M	Hold	56,400	–	–	1.61%	18
2023 Q2	$1.65M	Sell	56,400 -10,000	-15%	-$299K	1.35%	21
2023 Q1	$2.06M	Hold	66,400	–	–	1.6%	21
2022 Q4	$2.11M	Buy	+66,400	New	+$2.18M	1.66%	19

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Epacria Capital Partners's SU Position: Q3 2024 in Review

Epacria Capital Partners sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 56,400 shares — an estimated $2.15M sold.

Epacria Capital Partners first reported a position in SU in Q4 2022 and held it in 7 quarters. The position peaked at $2.15M in Q2 2024. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

Epacria Capital Partners reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
Epacria Capital Partners sold 56,400 Suncor Energy shares in Q3 2024, an estimated $2.15M.
Epacria Capital Partners first reported a position in Suncor Energy in Q4 2022 and held it in 7 quarters.
Epacria Capital Partners's Suncor Energy position peaked at $2.15M in Q2 2024.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Epacria Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.