Riverview Trust Company’s Suncor Energy SU Stock Holding History

Riverview Trust Company’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
2026 Q1	–	Sell	-2,539	Closed	-$113K	–	220
2025 Q4	$113K	Hold	2,539	–	–	0.14%	85
2025 Q3	$106K	Hold	2,539	–	–	0.13%	86
2025 Q2	$95.1K	Hold	2,539	–	–	0.12%	94
2025 Q1	$98.3K	Hold	2,539	–	–	0.1%	157
2024 Q4	$90.6K	Hold	2,539	–	–	0.08%	167
2024 Q3	$93.7K	Hold	2,539	–	–	0.08%	169
2024 Q2	$96.7K	Hold	2,539	–	–	0.09%	160
2024 Q1	$93.7K	Buy	+2,539	New	+$85.4K	0.07%	176
2023 Q4	–	Sell	-2,539	Closed	-$87.3K	–	568
2023 Q3	$87.3K	Buy	+2,539	New	+$81.4K	0.08%	172
2020 Q2	–	Sell	-13,255	Closed	-$209K	–	275
2020 Q1	$209K	Hold	13,255	–	–	0.2%	82
2019 Q4	$435K	Hold	13,255	–	–	0.29%	65
2019 Q3	$419K	Hold	13,255	–	–	0.29%	66
2019 Q2	$413K	Hold	13,255	–	–	0.29%	66
2019 Q1	$430K	Hold	13,255	–	–	0.33%	64
2018 Q4	$371K	Buy	+13,255	New	+$440K	0.29%	63

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return