Jupiter Asset Management’s Suncor Energy SU Stock Holding History

Jupiter Asset 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
2025 Q3	–	Sell	-1,861,534	Closed	-$69.6M	–	543
2025 Q2	$69.6M	Sell	1,861,534 -78,011	-4%	-$2.82M	0.58%	42
2025 Q1	$75.1M	Sell	1,939,545 -498,746	-20%	-$19M	0.72%	27
2024 Q4	$87M	Buy	2,438,291 +2,325,503	+2,062%	+$89.5M	0.85%	15
2024 Q3	$4.17M	Buy	+112,788	New	+$4.36M	0.04%	286
2023 Q3	–	Sell	-69,491	Closed	-$2.04M	–	582
2023 Q2	$2.04M	Buy	+69,491	New	+$2.08M	0.02%	381
2021 Q3	–	Sell	-196,832	Closed	-$4.72M	–	645
2021 Q2	$4.72M	Sell	196,832 -42,525	-18%	-$975K	0.05%	303
2021 Q1	$5M	Buy	+239,357	New	+$4.69M	0.05%	318

Other funds holding SU

Royal Bank of Canada

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

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

Artisan Partners

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

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

Manulife (Manufacturers Life Insurance)

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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