Merewether Investment Management’s Suncor Energy SU Stock Holding History

Merewether Investment 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	$205M	Sell	3,103,851 -173,653	-5%	-$9.6M	3.97%	4
2025 Q4	$145M	Sell	3,277,504 -403,800	-11%	-$17.1M	3.35%	4
2025 Q3	$154M	Buy	3,681,304 +553,600	+18%	+$22.2M	3.68%	6
2025 Q2	$117M	Sell	3,127,704 -311,711	-9%	-$11.3M	3.38%	8
2025 Q1	$133M	Buy	+3,439,415	New	+$131M	4.84%	3
2024 Q3	–	Sell	-1,109,400	Closed	-$42.3M	–	54
2024 Q2	$42.3M	Buy	+1,109,400	New	+$42.9M	2.23%	17
2023 Q1	–	Sell	-842,048	Closed	-$26.7M	–	43
2022 Q4	$26.7M	Sell	842,048 -762,608	-48%	-$25.1M	2.61%	16
2022 Q3	$45.2M	Sell	1,604,656 -22,698	-1%	-$717K	4.53%	7
2022 Q2	$57.1M	Buy	+1,627,354	New	+$59.2M	7.4%	3
2022 Q1	–	Sell	-1,715,000	Closed	-$42.9M	–	44
2021 Q4	$42.9M	Buy	+1,715,000	New	+$41.8M	4.6%	8

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

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 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