River Road Asset Management’s Suncor Energy SU Stock Holding History

River Road Asset Management’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 Q2	–	Sell	-642,500	Closed	-$24.9M	–	202
2025 Q1	$24.9M	Sell	642,500 -23,624	-4%	-$901K	0.34%	89
2024 Q4	$23.8M	Sell	666,124 -77,297	-10%	-$2.97M	0.32%	91
2024 Q3	$27.4M	Buy	743,421 +350,113	+89%	+$13.5M	0.36%	87
2024 Q2	$15M	Sell	393,308 -323,995	-45%	-$12.5M	0.22%	113
2024 Q1	$26.5M	Sell	717,303 -25,730	-3%	-$866K	0.36%	86
2023 Q4	$23.8M	Sell	743,033 -57,838	-7%	-$1.89M	0.33%	90
2023 Q3	$27.5M	Sell	800,871 -328,257	-29%	-$10.5M	0.39%	80
2023 Q2	$33.1M	Sell	1,129,128 -35,685	-3%	-$1.07M	0.46%	76
2023 Q1	$36.2M	Buy	1,164,813 +198,818	+21%	+$6.47M	0.49%	71
2022 Q4	$30.7M	Buy	965,995 +192,788	+25%	+$6.34M	0.42%	82
2022 Q3	$21.8M	Sell	773,207 -938	-0.1%	-$29.6K	0.32%	92
2022 Q2	$27.1M	Buy	+774,145	New	+$28.2M	0.38%	78

Other funds holding SU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return