Holocene Advisors

Holocene Advisors’s Suncor Energy SU Stock Holding History

Holocene 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	$44.9M	Sell	678,464 -381,180	-36%	-$21.1M	0.11%	192
2025 Q4	$47M	Buy	1,059,644 +12,897	+1%	+$545K	0.1%	214
2025 Q3	$43.8M	Sell	1,046,747 -154,381	-13%	-$6.19M	0.1%	199
2025 Q2	$45M	Buy	1,201,128 +293,373	+32%	+$10.6M	0.11%	183
2025 Q1	$35.1M	Buy	907,755 +501,773	+124%	+$19.1M	0.1%	194
2024 Q4	$14.5M	Buy	+405,982	New	+$15.6M	0.05%	274
2023 Q1	–	Sell	-639,895	Closed	-$20.3M	–	877
2022 Q4	$20.3M	Sell	639,895 -3,713,869	-85%	-$122M	0.13%	177
2022 Q3	$123M	Buy	4,353,764 +3,035,596	+230%	+$95.9M	0.79%	33
2022 Q2	$46.2M	Buy	+1,318,168	New	+$48M	0.28%	115
2021 Q4	–	Sell	-4,255,536	Closed	-$88.3M	–	971
2021 Q3	$88.3M	Buy	4,255,536 +1,446,849	+52%	+$28.9M	0.51%	64
2021 Q2	$67.3M	Sell	2,808,687 -579,373	-17%	-$13.3M	0.41%	97
2021 Q1	$70.8M	Buy	+3,388,060	New	+$66.4M	0.45%	66
2018 Q4	–	Sell	-12,619	Closed	-$488K	–	824
2018 Q3	$488K	Buy	+12,619	New	+$511K	0.01%	549

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