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Ervin Investment Management’s Suncor Energy SU Stock Holding History

Ervin Investment 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
2026
Q2 		– Sell
-3,759
Closed -$249K – 50
2026
Q1 		$249K Buy
+3,759
New +$208K 0.15% 41

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Vanguard Capital Management
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EIM
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ervin Investment Management's SU Position: Q2 2026 in Review

Ervin Investment Management sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 3,759 shares — an estimated $249K sold.

Ervin Investment Management first reported a position in SU in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Ervin Investment Management reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • Ervin Investment Management sold 3,759 Suncor Energy shares in Q2 2026, an estimated $249K.
  • Ervin Investment Management first reported a position in Suncor Energy in Q1 2026 and held it in 1 quarter.
  • Ervin Investment Management's Suncor Energy position peaked at $249K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.