Ridgewood Investments’s Suncor Energy SU Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-1,000	Closed	-$37.5K	–	623
2025 Q2	$37.5K	Buy	1,000 +250	+33%	+$9.04K	0.02%	372
2025 Q1	$29K	Hold	750	–	–	0.01%	385
2024 Q4	$26.8K	Hold	750	–	–	0.01%	393
2024 Q3	$27.7K	Hold	750	–	–	0.01%	390
2024 Q2	$28.6K	Buy	+750	New	+$29K	0.01%	401
2023 Q3	–	Sell	-750	Closed	-$22K	–	687
2023 Q2	$22K	Buy	+750	New	+$22.4K	0.01%	436

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Ridgewood Investments's SU Position: Q3 2025 in Review

Ridgewood Investments sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 1,000 shares — an estimated $37.5K sold.

Ridgewood Investments first reported a position in SU in Q2 2023 and held it in 6 quarters. The position peaked at $37.5K in Q2 2025. 638 funds tracked by Wall St. Rank hold SU as of Q3 2025.

Ridgewood Investments reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 1,000 Suncor Energy shares in Q3 2025, an estimated $37.5K.
Ridgewood Investments first reported a position in Suncor Energy in Q2 2023 and held it in 6 quarters.
Ridgewood Investments's Suncor Energy position peaked at $37.5K in Q2 2025.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.