Heartland Advisors’s Suncor Energy SU Stock Holding History

Heartland Advisors’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.78M	Sell	47,644 -3,426	-7%	-$128K	0.1%	180
2025 Q1	$1.98M	Sell	51,070 -582	-1%	-$22.5K	0.11%	177
2024 Q4	$1.84M	Sell	51,652 -1,272	-2%	-$45.4K	0.1%	178
2024 Q3	$1.95M	Sell	52,924 -1,598	-3%	-$59K	0.1%	173
2024 Q2	$2.08M	Sell	54,522 -1,085	-2%	-$41.3K	0.12%	159
2024 Q1	$2.05M	Sell	55,607 -71	-0.1%	-$2.62K	0.11%	161
2023 Q4	$1.78M	Sell	55,678 -2,837	-5%	-$90.9K	0.09%	169
2023 Q3	$2.01M	Sell	58,515 -550	-0.9%	-$18.9K	0.11%	163
2023 Q2	$1.73M	Buy	59,065 +223	+0.4%	+$6.54K	0.1%	165
2023 Q1	$1.83M	Sell	58,842 -10,565	-15%	-$328K	0.11%	164
2022 Q4	$2.2M	Buy	69,407 +11,197	+19%	+$355K	0.14%	160
2022 Q3	$1.64M	Sell	58,210 -121	-0.2%	-$3.41K	0.12%	165
2022 Q2	$2.05M	Buy	58,331 +235	+0.4%	+$8.24K	0.14%	168
2022 Q1	$1.89M	Sell	58,096 -8,869	-13%	-$289K	0.12%	180
2021 Q4	$1.68M	Sell	66,965 -44,283	-40%	-$1.11M	0.1%	195
2021 Q3	$2.31M	Sell	111,248 -410	-0.4%	-$8.5K	0.14%	191
2021 Q2	$2.68M	Buy	111,658 +35,447	+47%	+$850K	0.16%	192
2021 Q1	$1.59M	Sell	76,211 -160	-0.2%	-$3.34K	0.1%	207
2020 Q4	$1.28M	Sell	76,371 -58,479	-43%	-$982K	0.09%	206
2020 Q3	$1.65M	Sell	134,850 -233,876	-63%	-$2.86M	0.14%	172
2020 Q2	$6.22M	Buy	368,726 +55,509	+18%	+$936K	0.55%	76
2020 Q1	$4.95M	Buy	313,217 +2,573	+0.8%	+$40.7K	0.53%	84
2019 Q4	$10.2M	Buy	310,644 +104,459	+51%	+$3.43M	0.75%	48
2019 Q3	$6.51M	Sell	206,185 -9,737	-5%	-$307K	0.5%	93
2019 Q2	$6.73M	Sell	215,922 -1,580	-0.7%	-$49.2K	0.49%	97
2019 Q1	$7.05M	Buy	217,502 +10,901	+5%	+$354K	0.52%	86
2018 Q4	$5.78M	Sell	206,601 -5,668	-3%	-$159K	0.48%	95
2018 Q3	$8.21M	Sell	212,269 -2,053	-1%	-$79.4K	0.55%	83
2018 Q2	$8.72M	Sell	214,322 -2,646	-1%	-$108K	0.57%	78
2018 Q1	$7.49M	Buy	216,968 +1,082	+0.5%	+$37.4K	0.5%	90
2017 Q4	$7.93M	Buy	+215,886	New	+$7.93M	0.51%	92