Triasima Portfolio Management’s Suncor Energy SU Stock Holding History

Triasima Portfolio Management’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	$4.1M	Buy	62,114 +1,052	+2%	+$58.1K	0.62%	55
2025 Q4	$2.71M	Buy	61,062 +55,920	+1,088%	+$2.36M	0.41%	72
2025 Q3	$215K	Buy	+5,142	New	+$206K	0.03%	145
2025 Q1	–	Sell	-68,000	Closed	-$2.43M	–	164
2024 Q4	$2.43M	Sell	68,000 -2,200	-3%	-$84.6K	0.47%	67
2024 Q3	$2.59M	Sell	70,200 -599,800	-90%	-$23.2M	0.58%	55
2024 Q2	$25.5M	Buy	+670,000	New	+$25.9M	2.34%	14
2023 Q3	–	Sell	-626,000	Closed	-$24.3M	–	152
2023 Q2	$24.3M	Sell	626,000 -167,322	-21%	-$5M	1.54%	27
2023 Q1	$24.6M	Buy	793,322 +160,432	+25%	+$5.22M	2.03%	17
2022 Q4	$20.1M	Sell	632,890 -224,615	-26%	-$7.38M	1.53%	25
2022 Q3	$24.1M	Sell	857,505 -285,578	-25%	-$9.02M	1.96%	16
2022 Q2	$40.1M	Sell	1,143,083 -13,230	-1%	-$482K	2.82%	10
2022 Q1	$37.7M	Sell	1,156,313 -12,414	-1%	-$368K	1.81%	18
2021 Q4	$29.2M	Buy	1,168,727 +405,534	+53%	+$9.88M	1.41%	23
2021 Q3	$15.8M	Sell	763,193 -565,967	-43%	-$11.3M	0.85%	32
2021 Q2	$31.8M	Sell	1,329,160 -40,880	-3%	-$938K	1.55%	17
2021 Q1	$28.6M	Buy	1,370,040 +158,633	+13%	+$3.11M	1.44%	18
2020 Q4	$20.3M	Buy	+1,211,407	New	+$17.8M	1.16%	26

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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