True North Advisors’s Suncor Energy SU Stock Holding History

True North Advisors’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
2024 Q3	–	Sell	-23,556	Closed	-$897K	–	206
2024 Q2	$897K	Sell	23,556 -1,110	-5%	-$42.9K	0.24%	70
2024 Q1	$910K	Buy	24,666 +2,500	+11%	+$84.1K	0.25%	75
2023 Q4	$710K	Buy	22,166 +1,655	+8%	+$54K	0.18%	81
2023 Q3	$705K	Buy	20,511 +200	+1%	+$6.41K	0.22%	83
2023 Q2	$596K	Buy	20,311 +455	+2%	+$13.6K	0.17%	113
2023 Q1	$617K	Buy	19,856 +1,000	+5%	+$32.5K	0.18%	115
2022 Q4	$598K	Buy	+18,856	New	+$620K	0.2%	102

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

True North Advisors's SU Position: Q3 2024 in Review

True North Advisors sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 23,556 shares — an estimated $897K sold.

True North Advisors first reported a position in SU in Q4 2022 and held it in 7 quarters. The position peaked at $910K in Q1 2024. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

True North Advisors reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
True North Advisors sold 23,556 Suncor Energy shares in Q3 2024, an estimated $897K.
True North Advisors first reported a position in Suncor Energy in Q4 2022 and held it in 7 quarters.
True North Advisors's Suncor Energy position peaked at $910K in Q1 2024.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on True North Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.