Versor Investments’s Suncor Energy SU Stock Holding History

Versor Investments’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 Q4	–	Sell	-5,200	Closed	-$218K	–	781
2025 Q3	$218K	Sell	5,200 -7,066	-58%	-$283K	0.04%	575
2025 Q2	$460K	Sell	12,266 -2,736	-18%	-$98.9K	0.08%	404
2025 Q1	$581K	Sell	15,002 -10,098	-40%	-$385K	0.09%	361
2024 Q4	$895K	Sell	25,100 -10,100	-29%	-$389K	0.15%	183
2024 Q3	$1.3M	Buy	35,200 +12,500	+55%	+$483K	0.21%	116
2024 Q2	$865K	Buy	+22,700	New	+$877K	0.16%	185
2023 Q2	–	Sell	-17,900	Closed	-$556K	–	826
2023 Q1	$556K	Buy	17,900 +6,300	+54%	+$205K	0.07%	291
2022 Q4	$368K	Sell	11,600 -26,800	-70%	-$881K	0.03%	436
2022 Q3	$1.08M	Buy	38,400 +4,400	+13%	+$139K	0.06%	204
2022 Q2	$1.19M	Buy	34,000 +5,300	+18%	+$193K	0.05%	190
2022 Q1	$934K	Sell	28,700 -1,100	-4%	-$32.7K	0.03%	135
2021 Q4	$746K	Buy	+29,800	New	+$726K	0.02%	168
2020 Q1	–	Sell	-13,950	Closed	-$457K	–	342
2019 Q4	$457K	Sell	13,950 -16,900	-55%	-$527K	0.02%	233
2019 Q3	$973K	Buy	+30,850	New	+$928K	0.07%	153
2018 Q2	–	Sell	-8,800	Closed	-$304K	–	289
2018 Q1	$304K	Buy	+8,800	New	+$307K	0.1%	205

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

CIBC World Market

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

TD Asset Management

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

Fidelity International

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return