Stonegate Investment Group’s Suncor Energy SU Stock Holding History

Stonegate Investment Group’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	-5,840	Closed	-$208K	–	421
2024 Q4	$208K	Hold	5,840	–	–	0.01%	331
2024 Q3	$216K	Buy	+5,840	New	+$226K	0.01%	337
2024 Q2	–	Sell	-6,233	Closed	-$230K	–	403
2024 Q1	$230K	Buy	+6,233	New	+$210K	0.01%	295
2023 Q1	–	Sell	-9,360	Closed	-$297K	–	356
2022 Q4	$297K	Sell	9,360 -929	-9%	-$30.5K	0.01%	245
2022 Q3	$290K	Buy	10,289 +542	+6%	+$17.1K	0.01%	230
2022 Q2	$342K	Sell	9,747 -1,869	-16%	-$68K	0.02%	219
2022 Q1	$379K	Sell	11,616 -302	-3%	-$8.96K	0.01%	186
2021 Q4	$298K	Buy	+11,918	New	+$290K	0.01%	215

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Stonegate Investment Group's SU Position: Q1 2025 in Review

Stonegate Investment Group sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 5,840 shares — an estimated $208K sold.

Stonegate Investment Group first reported a position in SU in Q4 2021 and held it in 8 quarters. The position peaked at $379K in Q1 2022. 661 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Stonegate Investment Group reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
Stonegate Investment Group sold 5,840 Suncor Energy shares in Q1 2025, an estimated $208K.
Stonegate Investment Group first reported a position in Suncor Energy in Q4 2021 and held it in 8 quarters.
Stonegate Investment Group's Suncor Energy position peaked at $379K in Q1 2022.
661 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Stonegate Investment Group's 13F filing for Q1 2025, filed 22 Apr 2025.