Logan Capital Management’s Suncor Energy SU Stock Holding History

Logan 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 Q4	–	Sell	-215	Closed	-$9K	–	451
2025 Q3	$9K	Buy	215 +1	+0.5%	+$40	﹤0.01%	352
2025 Q2	$8K	Buy	214 +2	+0.9%	+$72	﹤0.01%	347
2025 Q1	$8.19K	Buy	212 +2	+1%	+$76	﹤0.01%	419
2024 Q4	$7.48K	Buy	210 +2	+1%	+$77	﹤0.01%	406
2024 Q3	$7.67K	Buy	208 +2	+1%	+$77	﹤0.01%	410
2024 Q2	$7.84K	Buy	206 +2	+1%	+$77	﹤0.01%	401
2024 Q1	$7.53K	Buy	204 +2	+1%	+$67	﹤0.01%	405
2023 Q4	$6.48K	Buy	+202	New	+$6.59K	﹤0.01%	426

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Fidelity International

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

Principal Financial Group

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