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Lincluden Management’s Suncor Energy SU Stock Holding History

Lincluden 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
2026
Q1 		$34.5M Sell
513,151
-23,158
-4% -$1.28M 3.67% 9
2025
Q4 		$32.7M Sell
536,309
-21,403
-4% -$905K 2.78% 15
2025
Q3 		$23.2M Sell
557,712
-47,877
-8% -$1.92M 2.58% 15
2025
Q2 		$22.7M Sell
605,589
-12,671
-2% -$458K 2.5% 16
2025
Q1 		$23.9M Sell
618,260
-9,074
-1% -$346K 3.04% 12
2024
Q4 		$22.4M Sell
627,334
-7,000
-1% -$269K 2.71% 13
2024
Q3 		$23.4M Sell
634,334
-19,169
-3% -$740K 2.56% 13
2024
Q2 		$24.9M Sell
653,503
-26,423
-4% -$1.02M 3.03% 13
2024
Q1 		$25M Sell
679,926
-37
-0% -$1.25K 2.97% 13
2023
Q4 		$21.8M Sell
679,963
-143,562
-17% -$4.69M 2.64% 14
2023
Q3 		$28.3M Sell
823,525
-49,130
-6% -$1.58M 3.43% 13
2023
Q2 		$25.6M Buy
872,655
+34,799
+4% +$1.04M 2.95% 14
2023
Q1 		$25.9M Buy
837,856
+15,602
+2% +$507K 2.95% 14
2022
Q4 		$26.1M Sell
822,254
-191,394
-19% -$6.29M 3.03% 15
2022
Q3 		$28.5M Sell
1,013,648
-78,304
-7% -$2.47M 3.64% 13
2022
Q2 		$38.3M Sell
1,091,952
-79,311
-7% -$2.89M 4.19% 9
2022
Q1 		$38.1M Sell
1,171,263
-11,885
-1% -$353K 3.38% 12
2021
Q4 		$29.6M Sell
1,183,148
-90,827
-7% -$2.21M 2.71% 15
2021
Q3 		$26.4M Buy
1,273,975
+1,910
+0.2% +$38.2K 2.65% 14
2021
Q2 		$30.5M Sell
1,272,065
-181,657
-12% -$4.17M 2.92% 13
2021
Q1 		$30.4M Sell
1,453,722
-308,573
-18% -$6.05M 2.95% 13
2020
Q4 		$29.6M Sell
1,762,295
-489,965
-22% -$7.2M 3.08% 14
2020
Q3 		$27.5M Buy
2,252,260
+2,241,050
+19,992% +$35.1M 2.72% 14
2020
Q2 		$189K Buy
11,210
+3,605
+47% +$61.6K 0.02% 71
2020
Q1 		$122K Buy
7,605
+2,145
+39% +$56.2K 0.01% 69
2019
Q4 		$179K Sell
5,460
-230
-4% -$7.18K 0.02% 72
2019
Q3 		$180K Buy
5,690
+1,390
+32% +$41.8K 0.02% 72
2019
Q2 		$134 Sell
4,300
-810
-16% -$25.9K 0.01% 74
2019
Q1 		$150K Hold
5,110
– – 0.01% 70
2018
Q4 		$143K Buy
5,110
+355
+7% +$11.8K 0.01% 71
2018
Q3 		$182K Hold
4,755
– – 0.02% 68
2018
Q2 		$193K Sell
4,755
-15,580
-77% -$607K 0.01% 71
2018
Q1 		$702K Sell
20,335
-1,080
-5% -$37.6K 0.06% 67
2017
Q4 		$805K Sell
21,415
-69,815
-77% -$2.43M 0.06% 69
2017
Q3 		$3.2M Hold
91,230
– – 0.25% 55
2017
Q2 		$2.75M Hold
91,230
– – 0.24% 57
2017
Q1 		$2.8M Hold
91,230
– – 0.25% 58
2016
Q4 		$2.98M Sell
91,230
-3,586
-4% -$110K 0.32% 53
2016
Q3 		$2.55M Hold
94,816
– – 0.38% 62
2016
Q2 		$2.63M Sell
94,816
-2,064
-2% -$56.6K 0.44% 60
2016
Q1 		$2.69M Sell
96,880
-50,497
-34% -$1.22M 0.46% 57
2015
Q4 		$3.8M Sell
147,377
-364,902
-71% -$10.1M 0.77% 42
2015
Q3 		$4.13M Hold
512,279
– – 0.8% 38
2015
Q2 		$14.1K Sell
512,279
-39,702
-7% -$1.2M 1.74% 16
2015
Q1 		$16.1M Sell
551,981
-36,335
-6% -$1.08M 2.3% 12
2014
Q4 		$17.4M Buy
588,316
+36,291
+7% +$1.2M 1.72% 14
2014
Q3 		$24M Sell
552,025
-5,395
-1% -$217K 2.33% 14
2014
Q2 		$26.9M Sell
557,420
-49,545
-8% -$1.93M 2.46% 15
2014
Q1 		$25.9M Sell
606,965
-15,145
-2% -$504K 2.43% 15
2013
Q4 		$21.8M Sell
622,110
-13,620
-2% -$479K 1.98% 15
2013
Q3 		$22.7M Sell
635,730
-311,220
-33% -$10.4M 2.84% 13
2013
Q2 		$30.9K Buy
+946,950
New +$28.5M 0.07% 7

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
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
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

Lincluden Management's SU Position: Q1 2026 in Review

Lincluden Management reduced its Suncor Energy (SU) stake by 4.3% in Q1 2026, selling an estimated $1.28M and leaving 513,151 shares worth $34.5M. The position accounts for 3.67% of the portfolio, ranked #9.

Lincluden Management first reported a position in SU in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.3M in Q2 2022. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Lincluden Management held 513,151 shares of Suncor Energy worth $34.5M as of Q1 2026.
  • Lincluden Management sold 23,158 Suncor Energy shares in Q1 2026, an estimated $1.28M.
  • Suncor Energy made up 3.67% of Lincluden Management's portfolio in Q1 2026, its #9 holding.
  • Lincluden Management first reported a position in Suncor Energy in Q2 2013 and has held it in 52 quarters since.
  • Lincluden Management's Suncor Energy position peaked at $38.3M in Q2 2022.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Lincluden Management's 13F filing for Q1 2026, filed 13 May 2026.