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

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 $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners

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