Lee, Danner & Bass’s Suncor Energy SU Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-1,000	Closed	-$35.7K	–	651
2024 Q4	$35.7K	Buy	+1,000	New	+$38.5K	﹤0.01%	389

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

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

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

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

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

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

Lee, Danner & Bass's SU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 1,000 shares — an estimated $35.7K sold.

Lee, Danner & Bass first reported a position in SU in Q4 2024 and held it in 1 quarter. The position peaked at $35.7K in Q4 2024. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Lee, Danner & Bass reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,000 Suncor Energy shares in Q1 2025, an estimated $35.7K.
Lee, Danner & Bass first reported a position in Suncor Energy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Suncor Energy position peaked at $35.7K in Q4 2024.
658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.