Horizon Investments’s Suncor Energy SU Stock Holding History

Horizon Investments’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	$3.44K	Buy	+52	New	+$2.87K	﹤0.01%	1248
2025 Q2	–	Sell	-7	Closed	-$271	–	1137
2025 Q1	$271	Buy	+7	New	+$267	﹤0.01%	850
2024 Q1	–	Sell	-963	Closed	-$30.9K	–	861
2023 Q4	$30.9K	Sell	963 -363	-27%	-$11.9K	﹤0.01%	621
2023 Q3	$45.6K	Buy	1,326 +139	+12%	+$4.46K	﹤0.01%	630
2023 Q2	$34.8K	Buy	1,187 +61	+5%	+$1.82K	﹤0.01%	624
2023 Q1	$35K	Buy	+1,126	New	+$36.6K	﹤0.01%	625
2019 Q4	–	Sell	-90,445	Closed	-$2.86M	–	527
2019 Q3	$2.86M	Buy	90,445 +14,231	+19%	+$428K	0.13%	82
2019 Q2	$2.38M	Sell	76,214 -1,873	-2%	-$59.9K	0.11%	86
2019 Q1	$2.53M	Buy	78,087 +41,194	+112%	+$1.34M	0.11%	117
2018 Q4	$1.03M	Buy	+36,893	New	+$1.23M	0.05%	147

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