International Assets Investment Management’s Suncor Energy SU Stock Holding History

International Assets Investment Management’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
2024 Q4	–	Sell	-73,161	Closed	-$1.98K	–	1793
2024 Q3	$1.98K	Buy	+73,161	New	+$2.83M	0.01%	905
2023 Q2	–	Sell	-94	Closed	-$2.92K	–	960
2023 Q1	$2.92K	Buy	+94	New	+$3.06K	﹤0.01%	962
2021 Q2	–	Sell	-1,435	Closed	-$28K	–	1729
2021 Q1	$28K	Buy	1,435 +895	+166%	+$17.5K	﹤0.01%	1178
2020 Q4	$9K	Buy	+540	New	+$7.93K	﹤0.01%	1474

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

International Assets Investment Management's SU Position: Q4 2024 in Review

International Assets Investment Management sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 73,161 shares — an estimated $1.98K sold.

International Assets Investment Management first reported a position in SU in Q4 2020 and held it in 4 quarters. The position peaked at $28K in Q1 2021. 654 funds tracked by Wall St. Rank hold SU as of Q4 2024.

International Assets Investment Management reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 73,161 Suncor Energy shares in Q4 2024, an estimated $1.98K.
International Assets Investment Management first reported a position in Suncor Energy in Q4 2020 and held it in 4 quarters.
International Assets Investment Management's Suncor Energy position peaked at $28K in Q1 2021.
654 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.