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Sequoia Financial Advisors’s Suncor Energy SU Stock Holding History

Sequoia Financial 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
2026
Q1 		$3.24M Sell
48,966
-4,154
-8% -$230K 0.02% 435
2025
Q4 		$2.36M Buy
53,120
+1,141
+2% +$48.2K 0.01% 522
2025
Q3 		$2.17M Buy
51,979
+2,311
+5% +$92.7K 0.01% 495
2025
Q2 		$1.86M Buy
49,668
+14,960
+43% +$541K 0.01% 494
2025
Q1 		$1.34M Sell
34,708
-425
-1% -$16.2K 0.01% 531
2024
Q4 		$1.25M Buy
35,133
+474
+1% +$18.2K 0.01% 516
2024
Q3 		$1.28M Buy
34,659
+18,398
+113% +$710K 0.01% 474
2024
Q2 		$620K Buy
16,261
+2,723
+20% +$105K 0.01% 620
2024
Q1 		$500K Sell
13,538
-7,636
-36% -$257K 0.01% 688
2023
Q4 		$678K Buy
21,174
+9,068
+75% +$296K 0.01% 646
2023
Q3 		$416K Buy
12,106
+296
+3% +$9.49K 0.01% 567
2023
Q2 		$346K Buy
11,810
+1,960
+20% +$58.6K 0.01% 644
2023
Q1 		$306K Buy
9,850
+31
+0.3% +$1.01K 0.01% 619
2022
Q4 		$312K Buy
+9,819
New +$323K 0.01% 571
2022
Q3 		– Sell
-5,685
Closed -$200K – 583
2022
Q2 		$200K Buy
+5,685
New +$207K 0.01% 548

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIM
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
VCM
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
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