Great Lakes Advisors’s Suncor Energy SU Stock Holding History

Great Lakes 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	$43M	Sell	650,728 -51,263	-7%	-$2.83M	0.36%	78
2025 Q4	$31.1M	Buy	701,991 +7,849	+1%	+$332K	0.25%	100
2025 Q3	$29M	Buy	694,142 +11,015	+2%	+$442K	0.24%	102
2025 Q2	$25.6M	Buy	683,127 +305,721	+81%	+$11.1M	0.21%	107
2025 Q1	$14.6M	Buy	377,406 +314,018	+495%	+$12M	0.13%	142
2024 Q4	$2.26M	Buy	63,388 +1,371	+2%	+$52.8K	0.02%	464
2024 Q3	$2.29M	Buy	62,017 +7,606	+14%	+$294K	0.02%	460
2024 Q2	$2.07M	Buy	54,411 +45,134	+487%	+$1.74M	0.02%	462
2024 Q1	$342K	Buy	9,277 +630	+7%	+$21.2K	﹤0.01%	668
2023 Q4	$277K	Sell	8,647 -1,098	-11%	-$35.9K	﹤0.01%	684
2023 Q3	$335K	Buy	9,745 +2,045	+27%	+$65.6K	﹤0.01%	645
2023 Q2	$226K	Hold	7,700	–	–	﹤0.01%	700
2023 Q1	$239K	Hold	7,700	–	–	﹤0.01%	744
2022 Q4	$244K	Sell	7,700 -515	-6%	-$16.9K	0.01%	591
2022 Q3	$231K	Hold	8,215	–	–	0.01%	579
2022 Q2	$288K	Hold	8,215	–	–	0.01%	586
2022 Q1	$268K	Sell	8,215 -594	-7%	-$17.6K	﹤0.01%	621
2021 Q4	$220K	Buy	+8,809	New	+$215K	﹤0.01%	656
2021 Q3	–	Sell	-8,809	Closed	-$211K	–	733
2021 Q2	$211K	Buy	+8,809	New	+$202K	﹤0.01%	663

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