Segall Bryant & Hamill’s Suncor Energy SU Stock Holding History

Segall Bryant & Hamill’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	$29.4M	Buy	445,249 +249,904	+128%	+$13.8M	0.42%	59
2025 Q4	$8.67M	Sell	195,345 -90,539	-32%	-$3.83M	0.12%	249
2025 Q3	$12M	Sell	285,884 -15,317	-5%	-$614K	0.16%	208
2025 Q2	$11.3M	Sell	301,201 -16,773	-5%	-$607K	0.16%	208
2025 Q1	$12.3M	Sell	317,974 -42,065	-12%	-$1.61M	0.19%	169
2024 Q4	$12.8M	Buy	360,039 +34,734	+11%	+$1.34M	0.18%	174
2024 Q3	$12M	Sell	325,305 -3,142	-1%	-$121K	0.16%	200
2024 Q2	$12.5M	Buy	328,447 +99,907	+44%	+$3.86M	0.22%	149
2024 Q1	$8.44M	Buy	228,540 +210,966	+1,200%	+$7.1M	0.16%	219
2023 Q4	$563K	Sell	17,574 -411,035	-96%	-$13.4M	0.01%	293
2023 Q3	$14.7M	Sell	428,609 -582,978	-58%	-$18.7M	0.17%	156
2023 Q2	$29.7M	Buy	1,011,587 +6,230	+0.6%	+$186K	0.31%	101
2023 Q1	$31.2M	Buy	1,005,357 +45,311	+5%	+$1.47M	0.34%	85
2022 Q4	$30.5M	Buy	960,046 +10,883	+1%	+$358K	0.34%	86
2022 Q3	$26.7M	Buy	949,163 +32,736	+4%	+$1.03M	0.32%	92
2022 Q2	$32.2M	Buy	916,427 +106,277	+13%	+$3.87M	0.36%	76
2022 Q1	$26.4M	Buy	810,150 +56,222	+7%	+$1.67M	0.25%	111
2021 Q4	$18.9M	Buy	753,928 +63,048	+9%	+$1.54M	0.17%	146
2021 Q3	$14.3M	Buy	690,880 +45,651	+7%	+$913K	0.14%	170
2021 Q2	$15.5M	Buy	+645,229	New	+$14.8M	0.15%	166

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