Sandy Spring Bank’s Suncor Energy SU Stock Holding History

Sandy Spring Bank’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	–	Sell	-80	Closed	-$2.85K	–	1299
2024 Q4	$2.85K	Sell	80 -120	-60%	-$4.62K	﹤0.01%	1027
2024 Q3	$7.38K	Hold	200	–	–	﹤0.01%	908
2024 Q2	$7.62K	Hold	200	–	–	﹤0.01%	916
2024 Q1	$7.38K	Buy	+200	New	+$6.73K	﹤0.01%	901
2023 Q3	–	Sell	-261	Closed	-$7.65K	–	1264
2023 Q2	$7.65K	Buy	+261	New	+$7.8K	﹤0.01%	891
2021 Q1	–	Sell	-50	Closed	-$1K	–	1035
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	941
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	895
2020 Q2	$1K	Sell	50 -80	-62%	-$1.37K	﹤0.01%	878
2020 Q1	$2K	Sell	130 -214	-62%	-$5.61K	﹤0.01%	837
2019 Q4	$11K	Hold	344	–	–	﹤0.01%	711
2019 Q3	$11K	Hold	344	–	–	﹤0.01%	717
2019 Q2	$11K	Buy	344 +188	+121%	+$6.02K	﹤0.01%	703
2019 Q1	$5K	Buy	+156	New	+$5.08K	﹤0.01%	724
2018 Q2	–	Sell	-198	Closed	-$7K	–	839
2018 Q1	$7K	Hold	198	–	–	﹤0.01%	721
2017 Q4	$7K	Buy	198 +144	+267%	+$5K	﹤0.01%	728
2017 Q3	$2K	Hold	54	–	–	﹤0.01%	789
2017 Q2	$2K	Buy	+54	New	+$1.66K	﹤0.01%	811
2015 Q1	–	Sell	-400	Closed	-$13K	–	932
2014 Q4	$13K	Hold	400	–	–	﹤0.01%	594
2014 Q3	$14K	Sell	400 -75	-16%	-$3.01K	﹤0.01%	585
2014 Q2	$20K	Hold	475	–	–	﹤0.01%	539
2014 Q1	$17K	Buy	+475	New	+$15.8K	﹤0.01%	511

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sandy Spring Bank's SU Position: Q1 2025 in Review

Sandy Spring Bank sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 80 shares — an estimated $2.85K sold.

Sandy Spring Bank first reported a position in SU in Q1 2014 and held it in 21 quarters. The position peaked at $20K in Q2 2014. 659 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Sandy Spring Bank reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 80 Suncor Energy shares in Q1 2025, an estimated $2.85K.
Sandy Spring Bank first reported a position in Suncor Energy in Q1 2014 and held it in 21 quarters.
Sandy Spring Bank's Suncor Energy position peaked at $20K in Q2 2014.
659 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.