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Sabal Trust’s Suncor Energy SU Stock Holding History

Sabal Trust’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
Q1 		$2.16M Buy
55,827
+5,400
+11% +$206K 0.12% 101
2024
Q4 		$1.8M Buy
50,427
+3,946
+8% +$152K 0.1% 112
2024
Q3 		$1.72M Hold
46,481
– – 0.09% 109
2024
Q2 		$1.77M Sell
46,481
-127
-0.3% -$4.91K 0.11% 92
2024
Q1 		$1.72M Sell
46,608
-83
-0.2% -$2.79K 0.1% 95
2023
Q4 		$1.5M Sell
46,691
-207
-0.4% -$6.76K 0.09% 94
2023
Q3 		$1.61M Buy
46,898
+1,430
+3% +$45.9K 0.11% 85
2023
Q2 		$1.33M Buy
+45,468
New +$1.36M 0.08% 91

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sabal Trust's SU Position: Q1 2025 in Review

Sabal Trust increased its Suncor Energy (SU) stake by 11% in Q1 2025, buying an estimated $206K and bringing the position to 55,827 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #101.

Sabal Trust first reported a position in SU in Q2 2023 and has held it in 8 quarters since. 659 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Sabal Trust held 55,827 shares of Suncor Energy worth $2.16M as of Q1 2025.
  • Sabal Trust bought 5,400 Suncor Energy shares in Q1 2025, an estimated $206K.
  • Suncor Energy made up 0.12% of Sabal Trust's portfolio in Q1 2025, its #101 holding.
  • Sabal Trust first reported a position in Suncor Energy in Q2 2023 and has held it in 8 quarters since.
  • 659 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.