Everett Harris & Co’s Suncor Energy SU Stock Holding History

Everett Harris & Co’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	$574K	Sell	8,675 -12,000	-58%	-$663K	0.01%	213
2025 Q4	$917K	Hold	20,675	–	–	0.01%	170
2025 Q3	$864K	Hold	20,675	–	–	0.01%	173
2025 Q2	$774K	Sell	20,675 -8,000	-28%	-$289K	0.01%	180
2025 Q1	$1.11M	Sell	28,675 -42	-0.1%	-$1.6K	0.01%	141
2024 Q4	$1.02M	Hold	28,717	–	–	0.01%	137
2024 Q3	$1.06M	Sell	28,717 -44	-0.2%	-$1.7K	0.01%	131
2024 Q2	$1.1M	Buy	28,761 +5,000	+21%	+$193K	0.01%	127
2024 Q1	$877K	Buy	+23,761	New	+$799K	0.01%	144

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