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Lloyd Harbor Capital Management’s Suncor Energy SU Stock Holding History

Lloyd Harbor Capital 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
Q2 		– Sell
-235,000
Closed -$9.1M – 23
2025
Q1 		$9.1M Buy
+235,000
New +$8.97M 6.67% 4

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lloyd Harbor Capital Management's SU Position: Q2 2025 in Review

Lloyd Harbor Capital Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 235,000 shares — an estimated $9.1M sold.

Lloyd Harbor Capital Management first reported a position in SU in Q1 2025 and held it in 1 quarter. The position peaked at $9.1M in Q1 2025. 643 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Lloyd Harbor Capital Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Lloyd Harbor Capital Management sold 235,000 Suncor Energy shares in Q2 2025, an estimated $9.1M.
  • Lloyd Harbor Capital Management first reported a position in Suncor Energy in Q1 2025 and held it in 1 quarter.
  • Lloyd Harbor Capital Management's Suncor Energy position peaked at $9.1M in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Lloyd Harbor Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.