Unigestion Holding’s Suncor Energy SU Stock Holding History

Unigestion Holding’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	$1.15M	Buy	+29,600	New	+$1.13M	0.07%	144
2020 Q2	–	Sell	-71,200	Closed	-$1.14M	–	267
2020 Q1	$1.14M	Buy	+71,200	New	+$1.87M	0.04%	151
2019 Q1	–	Sell	-123,400	Closed	-$3.45M	–	300
2018 Q4	$3.45M	Hold	123,400	–	–	0.09%	136
2018 Q3	$4.78M	Hold	123,400	–	–	0.1%	152
2018 Q2	$5.02M	Buy	+123,400	New	+$4.81M	0.1%	156

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Unigestion Holding's SU Position: Q1 2025 in Review

Unigestion Holding opened a new position in Suncor Energy (SU) in Q1 2025: 29,600 shares worth $1.15M. The stake represents 0.07% of the portfolio and ranks #144 among its holdings. This is a return to the name: Unigestion Holding previously reported a position in SU as recently as Q1 2020.

Unigestion Holding first reported a position in SU in Q2 2018 and has held it in 5 quarters since. The position peaked at $5.02M in Q2 2018. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Unigestion Holding held 29,600 shares of Suncor Energy worth $1.15M as of Q1 2025.
Suncor Energy was a new Unigestion Holding position in Q1 2025.
Suncor Energy made up 0.07% of Unigestion Holding's portfolio in Q1 2025, its #144 holding.
Unigestion Holding first reported a position in Suncor Energy in Q2 2018 and has held it in 5 quarters since.
Unigestion Holding's Suncor Energy position peaked at $5.02M in Q2 2018.
658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.