Newbridge Financial Services Group’s Suncor Energy SU Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-100	Closed	-$4.44K	–	1280
2025 Q4	$4.44K	Hold	100	–	–	﹤0.01%	914
2025 Q3	$4.18K	Hold	100	–	–	﹤0.01%	1052
2025 Q2	$3.75K	Hold	100	–	–	﹤0.01%	1063
2025 Q1	$3.87K	Hold	100	–	–	﹤0.01%	831
2024 Q4	$3.57K	Buy	+100	New	+$3.85K	﹤0.01%	905
2024 Q2	–	Sell	-100	Closed	-$3.69K	–	1222
2024 Q1	$3.69K	Hold	100	–	–	﹤0.01%	926
2023 Q4	$3.2K	Hold	100	–	–	﹤0.01%	915
2023 Q3	$3.44K	Hold	100	–	–	﹤0.01%	1009
2023 Q2	$2.93K	Buy	+100	New	+$2.99K	﹤0.01%	1094
2022 Q1	–	Sell	-1,773	Closed	-$44K	–	1561
2021 Q4	$44K	Buy	+1,773	New	+$43.2K	0.02%	503

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