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MeadowBrook Investment Advisors’s Suncor Energy SU Stock Holding History

MeadowBrook Investment Advisors’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
-86
Closed -$3.07K – 305
2024
Q4 		$3.07K Hold
86
– – ﹤0.01% 294
2024
Q3 		$3.17K Hold
86
– – ﹤0.01% 292
2024
Q2 		$3.28K Hold
86
– – ﹤0.01% 284
2024
Q1 		$3.17K Hold
86
– – ﹤0.01% 292
2023
Q4 		$2.75K Buy
+86
New +$2.81K ﹤0.01% 307

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B 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 $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MeadowBrook Investment Advisors's SU Position: Q1 2025 in Review

MeadowBrook Investment Advisors sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 86 shares — an estimated $3.07K sold.

MeadowBrook Investment Advisors first reported a position in SU in Q4 2023 and held it in 5 quarters. The position peaked at $3.28K in Q2 2024. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • MeadowBrook Investment Advisors reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 86 Suncor Energy shares in Q1 2025, an estimated $3.07K.
  • MeadowBrook Investment Advisors first reported a position in Suncor Energy in Q4 2023 and held it in 5 quarters.
  • MeadowBrook Investment Advisors's Suncor Energy position peaked at $3.28K in Q2 2024.
  • 658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.