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Procyon Advisors’s Suncor Energy SU Stock Holding History

Procyon 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
2024
Q4 		– Sell
-5,739
Closed -$212K – 571
2024
Q3 		$212K Buy
5,739
+198
+4% +$7.65K 0.01% 520
2024
Q2 		$211K Sell
5,541
-216
-4% -$8.35K 0.02% 491
2024
Q1 		$212K Sell
5,757
-3,655
-39% -$123K 0.02% 481
2023
Q4 		$302K Buy
9,412
+413
+5% +$13.5K 0.03% 413
2023
Q3 		$309K Buy
+8,999
New +$289K 0.03% 387
2020
Q3 		– Sell
-894
Closed -$15K – 948
2020
Q2 		$15K Buy
894
+11
+1% +$188 0.01% 585
2020
Q1 		$14K Sell
883
-955
-52% -$25K 0.01% 541
2019
Q4 		$60K Buy
+1,838
New +$57.4K 0.04% 326

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Procyon Advisors's SU Position: Q4 2024 in Review

Procyon Advisors sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 5,739 shares — an estimated $212K sold.

Procyon Advisors first reported a position in SU in Q4 2019 and held it in 8 quarters. The position peaked at $309K in Q3 2023. 654 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Procyon Advisors reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
  • Procyon Advisors sold 5,739 Suncor Energy shares in Q4 2024, an estimated $212K.
  • Procyon Advisors first reported a position in Suncor Energy in Q4 2019 and held it in 8 quarters.
  • Procyon Advisors's Suncor Energy position peaked at $309K in Q3 2023.
  • 654 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Procyon Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.