Manhattan West Asset Management’s Suncor Energy SU Stock Holding History

Manhattan West Asset 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 Q1	–	Sell	-37,477	Closed	-$1.34M	–	140
2024 Q4	$1.34M	Sell	37,477 -18,472	-33%	-$711K	0.36%	69
2024 Q3	$2.07M	Buy	55,949 +2,217	+4%	+$85.6K	0.53%	60
2024 Q2	$2.05M	Sell	53,732 -5,318	-9%	-$205K	0.55%	58
2024 Q1	$2.18M	Buy	59,050 +2,912	+5%	+$98K	0.52%	60
2023 Q4	$1.8M	Sell	56,138 -14,091	-20%	-$460K	0.5%	59
2023 Q3	$2.35M	Sell	70,229 -5,294	-7%	-$170K	0.72%	36
2023 Q2	$2.21M	Buy	75,523 +20,211	+37%	+$604K	0.83%	35
2023 Q1	$1.72M	Buy	55,312 +17,633	+47%	+$573K	0.75%	30
2022 Q4	$1.2M	Buy	37,679 +338	+0.9%	+$11.1K	0.61%	46
2022 Q3	$1.05M	Buy	37,341 +5,314	+17%	+$168K	0.65%	49
2022 Q2	$1.12M	Sell	32,027 -2,401	-7%	-$87.4K	0.68%	40
2022 Q1	$1.12M	Buy	+34,428	New	+$1.02M	0.61%	45

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

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

Sanders Capital

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Artisan Partners

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