Gold Investment Management’s Suncor Energy SU Stock Holding History

Gold 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 Q1	$9.91M	Buy	150,037 +1,958	+1%	+$108K	3.07%	4
2025 Q4	$6.57M	Sell	148,079 -5,227	-3%	-$221K	2.1%	10
2025 Q3	$6.42M	Buy	153,306 +2,995	+2%	+$120K	2.16%	8
2025 Q2	$5.63M	Buy	150,311 +3,169	+2%	+$115K	2.12%	11
2025 Q1	$5.7M	Buy	147,142 +2,328	+2%	+$88.8K	2.41%	7
2024 Q4	$5.17M	Buy	144,814 +2,418	+2%	+$93K	2.18%	10
2024 Q3	$5.25M	Sell	142,396 -1,188	-0.8%	-$45.9K	2.2%	10
2024 Q2	$5.47M	Buy	143,584 +733	+0.5%	+$28.3K	2.31%	7
2024 Q1	$5.27M	Sell	142,851 -89	-0.1%	-$2.99K	2.13%	11
2023 Q4	$4.58M	Buy	+142,940	New	+$4.67M	1.96%	14

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