SW
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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 – 567
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 $528B AUM 27.57% 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 $15.9B AUM 60.76% 1-Year Est. Return
Dodge & Cox
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
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