SFCL
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Strengthening Families & Communities LLC’s Suncor Energy SU Stock Holding History

Strengthening Families & Communities LLC’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 		$17K Buy
+257
New +$14.2K ﹤0.01% 293
2025
Q4 		– Sell
-253
Closed -$10.6K – 706
2025
Q3 		$10.6K Buy
+253
New +$10.1K ﹤0.01% 378
2024
Q4 		– Sell
-416
Closed -$15.4K – 539
2024
Q3 		$15.4K Buy
416
+4
+1% +$154 ﹤0.01% 322
2024
Q2 		$16K Buy
+412
New +$15.9K ﹤0.01% 340
2023
Q4 		– Sell
-1,141
Closed -$39K – 376
2023
Q3 		$39K Buy
1,141
+125
+12% +$4.01K 0.02% 220
2023
Q2 		$30K Buy
1,016
+733
+259% +$21.9K 0.01% 273
2023
Q1 		$9 Buy
+283
New +$9.2K ﹤0.01% 282

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EIM
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Bank of Montreal
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VCM
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Fidelity International
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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