HM Payson & Co’s Suncor Energy SU Stock Holding History

HM Payson & Co’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	$51.9K	Sell	785 -33	-4%	-$1.82K	﹤0.01%	674
2025 Q4	$36.3K	Buy	818 +33	+4%	+$1.4K	﹤0.01%	751
2025 Q3	$32.8K	Hold	785	–	–	﹤0.01%	762
2025 Q2	$29.4K	Hold	785	–	–	﹤0.01%	729
2025 Q1	$30.4K	Hold	785	–	–	﹤0.01%	729
2024 Q4	$28K	Hold	785	–	–	﹤0.01%	727
2024 Q3	$29K	Hold	785	–	–	﹤0.01%	716
2024 Q2	$29.9K	Hold	785	–	–	﹤0.01%	686
2024 Q1	$29K	Hold	785	–	–	﹤0.01%	687
2023 Q4	$25.2K	Hold	785	–	–	﹤0.01%	702
2023 Q3	$27K	Hold	785	–	–	﹤0.01%	688
2023 Q2	$23K	Hold	785	–	–	﹤0.01%	697
2023 Q1	$24.4K	Buy	+785	New	+$25.5K	﹤0.01%	684
2022 Q4	–	Sell	-785	Closed	-$22K	–	998
2022 Q3	$22K	Hold	785	–	–	﹤0.01%	686
2022 Q2	$28K	Buy	+785	New	+$28.6K	﹤0.01%	665

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