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Portland Investment Counsel’s Suncor Energy SU Stock Holding History

Portland Investment Counsel’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
2024
Q4 		– Sell
-5,600
Closed -$207K – 58
2024
Q3 		$207K Hold
5,600
– – 0.07% 47
2024
Q2 		$213K Hold
5,600
– – 0.08% 49
2024
Q1 		$207 Buy
+5,600
New +$188K 0.06% 48
2015
Q3 		– Sell
-7,689
Closed -$212K – 41
2015
Q2 		$212K Hold
7,689
– – 0.17% 38
2015
Q1 		$224K Buy
7,689
+730
+10% +$21.7K 0.33% 38
2014
Q4 		$221K Buy
+6,959
New +$230K 0.31% 37

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $83.9B AUM 37.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Portland Investment Counsel's SU Position: Q4 2024 in Review

Portland Investment Counsel sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 5,600 shares — an estimated $207K sold.

Portland Investment Counsel first reported a position in SU in Q4 2014 and held it in 6 quarters. The position peaked at $224K in Q1 2015. 654 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Portland Investment Counsel reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
  • Portland Investment Counsel sold 5,600 Suncor Energy shares in Q4 2024, an estimated $207K.
  • Portland Investment Counsel first reported a position in Suncor Energy in Q4 2014 and held it in 6 quarters.
  • Portland Investment Counsel's Suncor Energy position peaked at $224K in Q1 2015.
  • 654 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Portland Investment Counsel's 13F filing for Q4 2024, filed 14 Feb 2025.