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Osterweis Capital Management’s Suncor Energy SU Stock Holding History

Osterweis Capital Management’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
-437
Closed -$19.4K – 275
2025
Q4 		$19.4K Buy
+437
New +$18.5K ﹤0.01% 267
2013
Q3 		– Sell
-1,555
Closed -$46K – 113
2013
Q2 		$46K Buy
+1,555
New +$46.8K ﹤0.01% 111

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Osterweis Capital Management's SU Position: Q1 2026 in Review

Osterweis Capital Management sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 437 shares — an estimated $19.4K sold.

Osterweis Capital Management first reported a position in SU in Q2 2013 and held it in 2 quarters. The position peaked at $46K in Q2 2013. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Osterweis Capital Management reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 437 Suncor Energy shares in Q1 2026, an estimated $19.4K.
  • Osterweis Capital Management first reported a position in Suncor Energy in Q2 2013 and held it in 2 quarters.
  • Osterweis Capital Management's Suncor Energy position peaked at $46K in Q2 2013.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.