Orion Portfolio Solutions’s Suncor Energy SU Stock Holding History

Orion Portfolio Solutions’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	$2.54M	Sell	65,558 -14,354	-18%	-$548K	0.02%	593
2024 Q4	$2.85M	Sell	79,912 -9,055	-10%	-$348K	0.03%	536
2024 Q3	$3.28M	Buy	88,967 +24,713	+38%	+$954K	0.03%	463
2024 Q2	$2.45M	Sell	64,254 -14,504	-18%	-$560K	0.03%	560
2024 Q1	$2.91M	Sell	78,758 -83,953	-52%	-$2.82M	0.03%	494
2023 Q4	$5.38M	Sell	162,711 -30,355	-16%	-$991K	0.06%	295
2023 Q3	$6.64M	Sell	193,066 -4,614	-2%	-$148K	0.08%	233
2023 Q2	$5.8M	Sell	197,680 -2,095	-1%	-$62.7K	0.06%	295
2023 Q1	$6.2M	Buy	+199,775	New	+$6.5M	0.08%	232
2020 Q2	–	Sell	-187	Closed	-$3K	–	2450
2020 Q1	$3K	Sell	187 -236	-56%	-$6.19K	﹤0.01%	1494
2019 Q4	$14K	Buy	+423	New	+$13.2K	﹤0.01%	894

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

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

Orion Portfolio Solutions's SU Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Suncor Energy (SU) stake by 18% in Q1 2025, selling an estimated $548K and leaving 65,558 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #593.

Orion Portfolio Solutions first reported a position in SU in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.64M in Q3 2023. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Orion Portfolio Solutions held 65,558 shares of Suncor Energy worth $2.54M as of Q1 2025.
Orion Portfolio Solutions sold 14,354 Suncor Energy shares in Q1 2025, an estimated $548K.
Suncor Energy made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #593 holding.
Orion Portfolio Solutions first reported a position in Suncor Energy in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Suncor Energy position peaked at $6.64M in Q3 2023.
658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.