TownSquare Capital’s Suncor Energy SU Stock Holding History

TownSquare Capital’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 Q2	–	Sell	-5,770	Closed	-$223K	–	1480
2025 Q1	$223K	Buy	5,770 +98	+2%	+$3.74K	﹤0.01%	1503
2024 Q4	$202K	Buy	+5,672	New	+$218K	﹤0.01%	1452
2024 Q1	–	Sell	-54,678	Closed	-$1.75M	–	1296
2023 Q4	$1.75M	Sell	54,678 -5,069	-8%	-$166K	0.03%	445
2023 Q3	$2.05M	Buy	59,747 +3,394	+6%	+$109K	0.04%	398
2023 Q2	$1.65M	Buy	56,353 +8,020	+17%	+$240K	0.03%	426
2023 Q1	$1.5M	Buy	48,333 +4,820	+11%	+$157K	0.03%	373
2022 Q4	$1.38M	Buy	43,513 +16,120	+59%	+$530K	0.03%	369
2022 Q3	$771K	Sell	27,393 -3,011	-10%	-$95.1K	0.02%	404
2022 Q2	$1.07M	Buy	30,404 +1,209	+4%	+$44K	0.03%	333
2022 Q1	$952K	Buy	+29,195	New	+$867K	0.02%	359

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

TownSquare Capital's SU Position: Q2 2025 in Review

TownSquare Capital sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 5,770 shares — an estimated $223K sold.

TownSquare Capital first reported a position in SU in Q1 2022 and held it in 10 quarters. The position peaked at $2.05M in Q3 2023. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

TownSquare Capital reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 5,770 Suncor Energy shares in Q2 2025, an estimated $223K.
TownSquare Capital first reported a position in Suncor Energy in Q1 2022 and held it in 10 quarters.
TownSquare Capital's Suncor Energy position peaked at $2.05M in Q3 2023.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.