Schechter Investment Advisors’s Suncor Energy SU Stock Holding History

Schechter Investment Advisors’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	$629K	Sell	16,257 -7,988	-33%	-$305K	0.05%	318
2024 Q4	$865K	Sell	24,245 -1,828	-7%	-$70.3K	0.07%	270
2024 Q3	$963K	Buy	26,073 +567	+2%	+$21.9K	0.07%	256
2024 Q2	$972K	Buy	25,506 +813	+3%	+$31.4K	0.07%	241
2024 Q1	$911K	Buy	24,693 +5,928	+32%	+$199K	0.07%	261
2023 Q4	$601K	Sell	18,765 -6,461	-26%	-$211K	0.05%	322
2023 Q3	$867K	Buy	25,226 +442	+2%	+$14.2K	0.08%	244
2023 Q2	$727K	Buy	24,784 +384	+2%	+$11.5K	0.07%	309
2023 Q1	$758K	Sell	24,400 -90	-0.4%	-$2.93K	0.07%	314
2022 Q4	$777K	Sell	24,490 -226	-0.9%	-$7.43K	0.07%	369
2022 Q3	$696K	Buy	24,716 +327	+1%	+$10.3K	0.07%	404
2022 Q2	$855K	Buy	24,389 +291	+1%	+$10.6K	0.08%	345
2022 Q1	$785K	Buy	24,098 +2,030	+9%	+$60.3K	0.07%	392
2021 Q4	$552K	Buy	+22,068	New	+$538K	0.05%	478

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

Schechter Investment Advisors's SU Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Suncor Energy (SU) stake by 33% in Q1 2025, selling an estimated $305K and leaving 16,257 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #318.

Schechter Investment Advisors first reported a position in SU in Q4 2021 and has held it in 14 quarters since. The position peaked at $972K in Q2 2024. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Schechter Investment Advisors held 16,257 shares of Suncor Energy worth $629K as of Q1 2025.
Schechter Investment Advisors sold 7,988 Suncor Energy shares in Q1 2025, an estimated $305K.
Suncor Energy made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #318 holding.
Schechter Investment Advisors first reported a position in Suncor Energy in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Suncor Energy position peaked at $972K in Q2 2024.
658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.