Flagship Harbor Advisors’s Suncor Energy SU Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-476	Closed	-$21.1K	–	2005
2025 Q4	$21.1K	Buy	+476	New	+$20.1K	﹤0.01%	1315
2020 Q4	–	Sell	-150	Closed	-$1K	–	1609
2020 Q3	$1K	Sell	150 -268	-64%	-$4.2K	﹤0.01%	1854
2020 Q2	$7K	Buy	418 +160	+62%	+$2.73K	﹤0.01%	1490
2020 Q1	$4K	Buy	258 +3	+1%	+$79	﹤0.01%	1496
2019 Q4	$8K	Buy	255 +1	+0.4%	+$31	﹤0.01%	1411
2019 Q3	$8K	Buy	254 +2	+0.8%	+$60	﹤0.01%	1361
2019 Q2	$7K	Sell	252 -214	-46%	-$6.85K	﹤0.01%	1414
2019 Q1	$15K	Buy	466 +3	+0.6%	+$98	﹤0.01%	1175
2018 Q4	$12K	Buy	463 +27	+6%	+$897	﹤0.01%	1180
2018 Q3	$17K	Hold	436	–	–	﹤0.01%	1184
2018 Q2	$17K	Buy	+436	New	+$17K	﹤0.01%	1169

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