First Trust Direct Indexing’s Suncor Energy SU Stock Holding History

First Trust Direct Indexing’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	–	Sell	-11,609	Closed	-$429K	–	805
2024 Q3	$429K	Buy	11,609 +2,819	+32%	+$109K	0.02%	595
2024 Q2	$335K	Buy	8,790 +1,833	+26%	+$70.8K	0.02%	621
2024 Q1	$257K	Buy	+6,957	New	+$234K	0.02%	650
2022 Q2	–	Sell	-14,681	Closed	-$478K	–	694
2022 Q1	$478K	Sell	14,681 -429	-3%	-$12.7K	0.06%	382
2021 Q4	$378K	Buy	15,110 +187	+1%	+$4.55K	0.05%	431
2021 Q3	$310K	Buy	+14,923	New	+$298K	0.04%	467
2021 Q1	–	Sell	-112	Closed	-$2K	–	920
2020 Q4	$2K	Buy	+112	New	+$1.65K	﹤0.01%	1106

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

First Trust Direct Indexing's SU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 11,609 shares — an estimated $429K sold.

First Trust Direct Indexing first reported a position in SU in Q4 2020 and held it in 7 quarters. The position peaked at $478K in Q1 2022. 654 funds tracked by Wall St. Rank hold SU as of Q4 2024.

First Trust Direct Indexing reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 11,609 Suncor Energy shares in Q4 2024, an estimated $429K.
First Trust Direct Indexing first reported a position in Suncor Energy in Q4 2020 and held it in 7 quarters.
First Trust Direct Indexing's Suncor Energy position peaked at $478K in Q1 2022.
654 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.