Great Valley Advisor Group’s Suncor Energy SU Stock Holding History

Great Valley Advisor Group’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	$274K	Buy	+4,146	New	+$229K	0.01%	854
2024 Q2	–	Sell	-8,823	Closed	-$326K	–	809
2024 Q1	$326K	Buy	8,823 +43	+0.5%	+$1.45K	0.01%	588
2023 Q4	$281K	Buy	8,780 +454	+5%	+$14.8K	0.01%	595
2023 Q3	$286K	Buy	8,326 +201	+2%	+$6.45K	0.01%	555
2023 Q2	$238K	Hold	8,125	–	–	0.01%	619
2023 Q1	$252K	Buy	8,125 +201	+3%	+$6.54K	0.01%	594
2022 Q4	$251K	Buy	7,924 +222	+3%	+$7.3K	0.01%	600
2022 Q3	$217K	Buy	+7,702	New	+$243K	0.01%	614

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