RJA
SU icon

Raymond James & Associates’s Suncor Energy SU Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-20,600
Closed -$742K – 4077
2024
Q1 		$742K Buy
+20,600
New +$693K ﹤0.01% 2797

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James & Associates's SU Position: Q3 2024 in Review

Raymond James & Associates increased its Suncor Energy (SU) stake by 9.7% in Q3 2024, buying an estimated $1.59M and bringing the position to 466,969 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #908.

Raymond James & Associates first reported a position in SU in Q2 2013 and has held it in 46 quarters since. The position peaked at $34.3M in Q2 2018. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • Raymond James & Associates held 466,969 shares of Suncor Energy worth $17.2M as of Q3 2024.
  • Raymond James & Associates bought 41,206 Suncor Energy shares in Q3 2024, an estimated $1.59M.
  • Suncor Energy made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #908 holding.
  • Raymond James & Associates first reported a position in Suncor Energy in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Suncor Energy position peaked at $34.3M in Q2 2018.
  • 638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.