OneDigital Investment Advisors’s Suncor Energy SU Stock Holding History

OneDigital 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 Q3	–	Sell	-7,059	Closed	-$264K	–	1539
2025 Q2	$264K	Sell	7,059 -17,372	-71%	-$628K	﹤0.01%	1233
2025 Q1	$946K	Sell	24,431 -2,652	-10%	-$101K	0.01%	623
2024 Q4	$966K	Sell	27,083 -528	-2%	-$20.3K	0.01%	649
2024 Q3	$1.02M	Buy	27,611 +15,991	+138%	+$618K	0.01%	645
2024 Q2	$443K	Buy	+11,620	New	+$449K	0.01%	956
2019 Q3	–	Sell	-1,600	Closed	-$50K	–	1080
2019 Q2	$50K	Buy	1,600 +400	+33%	+$12.8K	﹤0.01%	568
2019 Q1	$39K	Hold	1,200	–	–	0.01%	543
2018 Q4	$34K	Buy	1,200 +500	+71%	+$16.6K	0.01%	541
2018 Q3	$27K	Sell	700 -150	-18%	-$6.07K	0.01%	570
2018 Q2	$35K	Hold	850	–	–	0.01%	610
2018 Q1	$29K	Hold	850	–	–	0.01%	675
2017 Q4	$31K	Sell	850 -85	-9%	-$2.95K	﹤0.01%	649
2017 Q3	$33K	Hold	935	–	–	0.01%	488
2017 Q2	$27K	Buy	+935	New	+$28.7K	0.01%	648

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneDigital Investment Advisors's SU Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 7,059 shares — an estimated $264K sold.

OneDigital Investment Advisors first reported a position in SU in Q2 2017 and held it in 14 quarters. The position peaked at $1.02M in Q3 2024. 637 funds tracked by Wall St. Rank hold SU as of Q3 2025.

OneDigital Investment Advisors reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 7,059 Suncor Energy shares in Q3 2025, an estimated $264K.
OneDigital Investment Advisors first reported a position in Suncor Energy in Q2 2017 and held it in 14 quarters.
OneDigital Investment Advisors's Suncor Energy position peaked at $1.02M in Q3 2024.
637 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.