SAM
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Smartleaf Asset Management’s Suncor Energy SU Stock Holding History

Smartleaf Asset 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 		$137K Buy
2,071
+407
+24% +$22.5K ﹤0.01% 964
2025
Q4 		$74.1K Buy
1,664
+871
+110% +$36.8K ﹤0.01% 1354
2025
Q3 		$33.3K Buy
793
+388
+96% +$15.6K ﹤0.01% 1592
2025
Q2 		$15.2K Sell
405
-10
-2% -$362 ﹤0.01% 1671
2025
Q1 		$15.9K Sell
415
-207
-33% -$7.9K ﹤0.01% 1728
2024
Q4 		$21.9K Buy
622
+157
+34% +$6.04K ﹤0.01% 1596
2024
Q3 		$17.1K Buy
465
+279
+150% +$10.8K ﹤0.01% 1438
2024
Q2 		$7.07K Buy
+186
New +$7.19K ﹤0.01% 1607

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