Richard Bernstein Advisors’s Suncor Energy SU Stock Holding History

Richard Bernstein 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	-81,202	Closed	-$3M	–	233
2024 Q3	$3M	Buy	+81,202	New	+$3.14M	0.06%	168
2023 Q2	–	Sell	-84,017	Closed	-$2.61M	–	206
2023 Q1	$2.61M	Buy	+84,017	New	+$2.73M	0.06%	138
2022 Q4	–	Sell	-123,387	Closed	-$3.47M	–	237
2022 Q3	$3.47M	Buy	+123,387	New	+$3.9M	0.09%	111

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $22.7B AUM 59.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Richard Bernstein Advisors's SU Position: Q4 2024 in Review

Richard Bernstein Advisors sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 81,202 shares — an estimated $3M sold.

Richard Bernstein Advisors first reported a position in SU in Q3 2022 and held it in 3 quarters. The position peaked at $3.47M in Q3 2022. 654 funds tracked by Wall St. Rank hold SU as of Q4 2024.

Richard Bernstein Advisors reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
Richard Bernstein Advisors sold 81,202 Suncor Energy shares in Q4 2024, an estimated $3M.
Richard Bernstein Advisors first reported a position in Suncor Energy in Q3 2022 and held it in 3 quarters.
Richard Bernstein Advisors's Suncor Energy position peaked at $3.47M in Q3 2022.
654 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Richard Bernstein Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.