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

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

Artisan Partners

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return