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Vise Technologies’s Suncor Energy SU Stock Holding History

Vise Technologies’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 		$4.67M Hold
105,215
– – 0.09% 178
2025
Q4 		$4.67M Buy
105,215
+5,771
+6% +$244K 0.09% 179
2025
Q3 		$4.16M Sell
99,444
-14,909
-13% -$598K 0.15% 135
2025
Q2 		$4.28M Buy
+114,353
New +$4.14M 0.18% 130
2024
Q4 		$2.02M Buy
56,673
+22,753
+67% +$875K 0.17% 131
2024
Q3 		$1.25M Buy
33,920
+13,362
+65% +$516K 0.16% 132
2024
Q2 		$783K Buy
20,558
+3,149
+18% +$122K 0.14% 149
2024
Q1 		$643K Buy
17,409
+1,412
+9% +$47.5K 0.13% 164
2023
Q4 		$513K Buy
15,997
+192
+1% +$6.27K 0.11% 186
2023
Q3 		$543K Buy
15,805
+1,466
+10% +$47K 0.13% 165
2023
Q2 		$420K Buy
14,339
+2,511
+21% +$75.1K 0.1% 197
2023
Q1 		$367K Buy
11,828
+4,098
+53% +$133K 0.1% 209
2022
Q4 		$245K Sell
7,730
-7,670
-50% -$252K 0.08% 273
2022
Q3 		$433K Sell
15,400
-439
-3% -$13.9K 0.16% 148
2022
Q2 		$555K Buy
15,839
+6,758
+74% +$246K 0.22% 113
2022
Q1 		$296K Buy
+9,081
New +$270K 0.11% 169

Other funds holding SU

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