KCM Investment Advisors’s Suncor Energy SU Stock Holding History

KCM Investment 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	$244K	Buy	+3,688	New	+$204K	0.01%	361
2015 Q2	–	Sell	-8,100	Closed	-$237K	–	552
2015 Q1	$237K	Sell	8,100 -200	-2%	-$5.95K	0.02%	481
2014 Q4	$264K	Sell	8,300 -1,600	-16%	-$52.9K	0.02%	443
2014 Q3	$358K	Sell	9,900 -500	-5%	-$20.1K	0.03%	379
2014 Q2	$443K	Sell	10,400 -700	-6%	-$27.3K	0.04%	342
2014 Q1	$388K	Hold	11,100	–	–	0.04%	330
2013 Q4	$389K	Sell	11,100 -1,500	-12%	-$52.7K	0.04%	325
2013 Q3	$451K	Sell	12,600 -1,005	-7%	-$33.4K	0.05%	295
2013 Q2	$401K	Buy	+13,605	New	+$410K	0.05%	318

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