Genus Capital Management’s Suncor Energy SU Stock Holding History

Genus Capital 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 Q1	$13.2M	Buy	+200,671	New	+$11.1M	1.52%	17
2025 Q4	–	Sell	-47,441	Closed	-$1.99M	–	220
2025 Q3	$1.99M	Sell	47,441 -46,275	-49%	-$1.86M	0.23%	118
2025 Q2	$3.5M	Sell	93,716 -113,155	-55%	-$4.09M	0.45%	76
2025 Q1	$8.01M	Buy	+206,871	New	+$7.89M	1.16%	26
2024 Q4	–	Hold	0	–	–	–	400
2024 Q3	–	Hold	0	–	–	–	404
2024 Q2	–	Sell	-145,795	Closed	-$5.63M	–	381
2024 Q1	$5.39M	Buy	+145,795	New	+$4.91M	0.7%	46

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