Kimelman & Baird’s Suncor Energy SU Stock Holding History

Kimelman & Baird’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 Q4	–	Sell	-9	Closed	-$377	–	299
2025 Q3	$377	Hold	9	–	–	﹤0.01%	297
2025 Q2	$338	Hold	9	–	–	﹤0.01%	330
2025 Q1	$349	Hold	9	–	–	﹤0.01%	329
2024 Q4	$322	Hold	9	–	–	﹤0.01%	340
2024 Q3	$333	Hold	9	–	–	﹤0.01%	348
2024 Q2	$343	Buy	+9	New	+$348	﹤0.01%	354

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kimelman & Baird's SU Position: Q4 2025 in Review

Kimelman & Baird sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 9 shares — an estimated $377 sold.

Kimelman & Baird first reported a position in SU in Q2 2024 and held it in 6 quarters. The position peaked at $377 in Q3 2025. 679 funds tracked by Wall St. Rank hold SU as of Q4 2025.

Kimelman & Baird reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
Kimelman & Baird sold 9 Suncor Energy shares in Q4 2025, an estimated $377.
Kimelman & Baird first reported a position in Suncor Energy in Q2 2024 and held it in 6 quarters.
Kimelman & Baird's Suncor Energy position peaked at $377 in Q3 2025.
679 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.