Snowden Capital Advisors’s Suncor Energy SU Stock Holding History

Snowden Capital 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	–	Sell	-7,948	Closed	-$284K	–	1255
2024 Q4	$284K	Sell	7,948 -577	-7%	-$22.2K	0.01%	1018
2024 Q3	$315K	Buy	8,525 +877	+11%	+$33.9K	0.01%	975
2024 Q2	$291K	Sell	7,648 -4,364	-36%	-$169K	0.01%	982
2024 Q1	$443K	Buy	12,012 +382	+3%	+$12.9K	0.01%	813
2023 Q4	$373K	Sell	11,630 -1,130	-9%	-$36.9K	0.01%	828
2023 Q3	$439K	Sell	12,760 -591	-4%	-$19K	0.02%	703
2023 Q2	$391K	Buy	13,351 +707	+6%	+$21.1K	0.01%	846
2023 Q1	$393K	Buy	12,644 +4,239	+50%	+$138K	0.02%	838
2022 Q4	$267K	Sell	8,405 -816	-9%	-$26.8K	0.01%	967
2022 Q3	$259K	Buy	9,221 +555	+6%	+$17.5K	0.01%	947
2022 Q2	$303K	Buy	8,666 +1,752	+25%	+$63.8K	0.01%	858
2022 Q1	$225K	Buy	6,914 +5,609	+430%	+$166K	0.01%	933
2021 Q4	$32K	Buy	+1,305	New	+$31.8K	﹤0.01%	1169

Other funds holding SU

Royal Bank of Canada

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return