SW
SU icon

SVB Wealth’s Suncor Energy SU Stock Holding History

SVB Wealth’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
-23,105
Closed -$824K – 1764
2024
Q4 		$824K Buy
+23,105
New +$889K 0.02% 354
2024
Q3 		– Sell
-23,950
Closed -$912K – 533
2024
Q2 		$912K Sell
23,950
-357
-1% -$13.8K 0.02% 340
2024
Q1 		$897K Buy
24,307
+4,913
+25% +$165K 0.02% 364
2023
Q4 		$621K Sell
19,394
-16,282
-46% -$532K 0.02% 428
2023
Q3 		$1.23M Sell
35,676
-2,870
-7% -$92K 0.03% 288
2023
Q2 		$1.13M Sell
38,546
-12,314
-24% -$368K 0.02% 323
2023
Q1 		$1.58M Buy
50,860
+5,181
+11% +$168K 0.02% 310
2022
Q4 		$1.45M Buy
45,679
+12,107
+36% +$398K 0.02% 333
2022
Q3 		$945K Buy
33,572
+14,374
+75% +$454K 0.01% 381
2022
Q2 		$673K Sell
19,198
-758
-4% -$27.6K 0.01% 391
2022
Q1 		$650K Buy
19,956
+2,302
+13% +$68.3K 0.01% 397
2021
Q4 		$442K Sell
17,654
-91,272
-84% -$2.22M 0.01% 474
2021
Q3 		$2.26M Buy
108,926
+30,254
+38% +$605K 0.03% 238
2021
Q2 		$1.89M Buy
78,672
+19,499
+33% +$447K 0.02% 267
2021
Q1 		$1.24M Buy
59,173
+26,615
+82% +$522K 0.02% 311
2020
Q4 		$547K Buy
32,558
+18,858
+138% +$277K 0.01% 449
2020
Q3 		$168K Buy
+13,700
New +$214K ﹤0.01% 654
2015
Q1 		– Sell
-9,073
Closed -$288K – 566
2014
Q4 		$288K Buy
+9,073
New +$300K 0.01% 470

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SVB Wealth's SU Position: Q1 2025 in Review

SVB Wealth sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 23,105 shares — an estimated $824K sold.

SVB Wealth first reported a position in SU in Q4 2014 and held it in 18 quarters. The position peaked at $2.26M in Q3 2021. 660 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • SVB Wealth reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 23,105 Suncor Energy shares in Q1 2025, an estimated $824K.
  • SVB Wealth first reported a position in Suncor Energy in Q4 2014 and held it in 18 quarters.
  • SVB Wealth's Suncor Energy position peaked at $2.26M in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.