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Sagard Holdings Management’s Suncor Energy SU Stock Holding History

Sagard Holdings 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
Q3 		$126K Hold
3,004
– – 0.63% 14
2025
Q2 		$113K Buy
+3,004
New +$109K 0.31% 17

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagard Holdings Management's SU Position: Q3 2025 in Review

Sagard Holdings Management held its Suncor Energy (SU) position steady in Q3 2025 at 3,004 shares worth $126K. The position accounts for 0.63% of the portfolio, ranked #14.

Sagard Holdings Management first reported a position in SU in Q2 2025 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold SU as of Q3 2025.

  • Sagard Holdings Management held 3,004 shares of Suncor Energy worth $126K as of Q3 2025.
  • Sagard Holdings Management left its Suncor Energy share count unchanged in Q3 2025.
  • Suncor Energy made up 0.63% of Sagard Holdings Management's portfolio in Q3 2025, its #14 holding.
  • Sagard Holdings Management first reported a position in Suncor Energy in Q2 2025 and has held it in 2 quarters since.
  • 636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.