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ORG Partners’s Suncor Energy SU Stock Holding History

ORG Partners’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
-1,120
Closed -$40K – 1584
2024
Q4 		$40K Hold
1,120
– – 0.01% 608
2024
Q3 		$41.4K Hold
1,120
– – 0.01% 555
2024
Q2 		$42.8K Buy
+1,120
New +$43.3K 0.01% 840
2023
Q4 		– Sell
-1,120
Closed -$38.5K – 1334
2023
Q3 		$38.5K Hold
1,120
– – 0.01% 564
2023
Q2 		$33.2K Buy
+1,120
New +$33.5K 0.01% 766

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $22.7B AUM 59.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

ORG Partners's SU Position: Q1 2025 in Review

ORG Partners sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 1,120 shares — an estimated $40K sold.

ORG Partners first reported a position in SU in Q2 2023 and held it in 5 quarters. The position peaked at $42.8K in Q2 2024. 660 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • ORG Partners reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 1,120 Suncor Energy shares in Q1 2025, an estimated $40K.
  • ORG Partners first reported a position in Suncor Energy in Q2 2023 and held it in 5 quarters.
  • ORG Partners's Suncor Energy position peaked at $42.8K in Q2 2024.
  • 660 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.