Sentry Investment Management’s Suncor Energy SU Stock Holding History

Sentry Investment 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
2026 Q1	–	Sell	-1,081	Closed	-$48K	–	421
2025 Q4	$48K	Hold	1,081	–	–	0.03%	367
2025 Q3	$44K	Sell	1,081 -7,884	-88%	-$316K	0.03%	390
2025 Q2	$348K	Buy	+8,965	New	+$324K	0.19%	117
2020 Q1	–	Sell	-118,934	Closed	-$3.9M	–	477
2019 Q4	$3.9M	Sell	118,934 -4,936	-4%	-$154K	0.23%	115
2019 Q3	$3.91M	Buy	123,870 +3,262	+3%	+$98.1K	0.26%	106
2019 Q2	$3.76M	Buy	120,608 +18,913	+19%	+$605K	0.25%	105
2019 Q1	$3.3M	Sell	101,695 -6,859	-6%	-$223K	0.23%	111
2018 Q4	$3.04M	Buy	+108,554	New	+$3.61M	0.22%	117

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