Mirabella Financial Services’s Suncor Energy SU Stock Holding History

Mirabella Financial Services’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	-47,848	Closed	-$2M	–	779
2025 Q3	$2M	Buy	47,848 +37,650	+369%	+$1.51M	0.17%	126
2025 Q2	$383K	Sell	10,198 -130,540	-93%	-$4.72M	0.04%	201
2025 Q1	$5.46M	Buy	140,738 +105,558	+300%	+$4.03M	0.11%	127
2024 Q4	$1.25M	Buy	+35,180	New	+$1.35M	0.11%	146
2023 Q2	–	Sell	-8,063	Closed	-$250K	–	651
2023 Q1	$250K	Buy	+8,063	New	+$262K	0.04%	326
2022 Q4	–	Sell	-8,838	Closed	-$251K	–	517
2022 Q3	$251K	Buy	+8,838	New	+$279K	0.03%	248

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