WA
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Wasatch Advisors’s Suncor Energy SU Stock Holding History

Wasatch 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
2026
Q2 		$4.17M Buy
77,549
+183
+0.2% +$11.6K 0.03% 183
2026
Q1 		$5.12M Buy
77,366
+224
+0.3% +$12.4K 0.03% 163
2025
Q4 		$3.42M Buy
77,142
+786
+1% +$33.2K 0.02% 192
2025
Q3 		$3.19M Buy
76,356
+1,556
+2% +$62.4K 0.02% 206
2025
Q2 		$2.8M Buy
74,800
+1,794
+2% +$64.9K 0.01% 217
2025
Q1 		$2.83M Sell
73,006
-4,499
-6% -$172K 0.02% 215
2024
Q4 		$2.76M Sell
77,505
-995
-1% -$38.3K 0.01% 210
2024
Q3 		$2.9M Sell
78,500
-16,600
-17% -$641K 0.01% 215
2024
Q2 		$3.63M Sell
95,100
-28,100
-23% -$1.09M 0.02% 204
2024
Q1 		$4.55M Hold
123,200
– – 0.02% 204
2023
Q4 		$3.95M Sell
123,200
-3,000
-2% -$98K 0.02% 206
2023
Q3 		$4.34M Buy
126,200
+17,000
+16% +$545K 0.03% 210
2023
Q2 		$3.2M Buy
109,200
+3,650
+3% +$109K 0.02% 224
2023
Q1 		$3.28M Sell
105,550
-26,500
-20% -$862K 0.02% 223
2022
Q4 		$4.19M Sell
132,050
-5,300
-4% -$174K 0.03% 210
2022
Q3 		$3.86M Sell
137,350
-6,250
-4% -$197K 0.03% 210
2022
Q2 		$5.04M Sell
143,600
-15,625
-10% -$569K 0.03% 205
2022
Q1 		$5.18M Buy
+159,225
New +$4.73M 0.03% 214
2021
Q4 		– Sell
-206,225
Closed -$4.27M – 279
2021
Q3 		$4.27M Buy
206,225
+26,816
+15% +$536K 0.02% 247
2021
Q2 		$4.3M Sell
179,409
-3,000
-2% -$68.8K 0.02% 251
2021
Q1 		$3.81M Sell
182,409
-46,900
-20% -$919K 0.02% 243
2020
Q4 		$3.85M Buy
229,309
+6,200
+3% +$91.1K 0.02% 218
2020
Q3 		$2.72M Sell
223,109
-4,891
-2% -$76.6K 0.02% 226
2020
Q2 		$3.84M Buy
228,000
+15,426
+7% +$264K 0.03% 208
2020
Q1 		$3.39M Buy
212,574
+25,180
+13% +$660K 0.04% 190
2019
Q4 		$6.14M Buy
187,394
+954
+0.5% +$29.8K 0.05% 186
2019
Q3 		$5.88M Buy
186,440
+9,000
+5% +$271K 0.06% 171
2019
Q2 		$5.53M Buy
177,440
+22,000
+14% +$704K 0.05% 171
2019
Q1 		$5.04M Sell
155,440
-29,906
-16% -$974K 0.05% 169
2018
Q4 		$5.18M Buy
185,346
+3,740
+2% +$124K 0.07% 151
2018
Q3 		$7.03M Sell
181,606
-54,180
-23% -$2.19M 0.08% 135
2018
Q2 		$9.59M Sell
235,786
-3,729
-2% -$145K 0.12% 120
2018
Q1 		$8.27M Buy
239,515
+26,211
+12% +$913K 0.11% 124
2017
Q4 		$7.83M Buy
213,304
+59,568
+39% +$2.07M 0.1% 132
2017
Q3 		$5.38M Sell
153,736
-25,185
-14% -$804K 0.07% 156
2017
Q2 		$5.22M Sell
178,921
-1,870
-1% -$57.5K 0.07% 164
2017
Q1 		$5.56M Buy
180,791
+3,000
+2% +$94.5K 0.08% 153
2016
Q4 		$5.81M Sell
177,791
-31,498
-15% -$965K 0.09% 158
2016
Q3 		$5.81M Sell
209,289
-10,777
-5% -$294K 0.09% 178
2016
Q2 		$6.1M Sell
220,066
-41,537
-16% -$1.14M 0.09% 184
2016
Q1 		$7.2M Sell
261,603
-5,541
-2% -$134K 0.11% 162
2015
Q4 		$6.89M Sell
267,144
-21,134
-7% -$583K 0.1% 185
2015
Q3 		$7.7M Sell
288,278
-52,059
-15% -$1.4M 0.1% 184
2015
Q2 		$9.37M Buy
340,337
+27,854
+9% +$842K 0.1% 195
2015
Q1 		$9.14M Sell
312,483
-142,138
-31% -$4.23M 0.09% 188
2014
Q4 		$14.4M Buy
454,621
+7,249
+2% +$240K 0.15% 149
2014
Q3 		$16.2M Sell
447,372
-58,228
-12% -$2.34M 0.17% 145
2014
Q2 		$21.6M Sell
505,600
-122,625
-20% -$4.78M 0.21% 135
2014
Q1 		$22M Buy
628,225
+189,795
+43% +$6.32M 0.21% 139
2013
Q4 		$15.4M Buy
+438,430
New +$15.4M 0.15% 166

Other funds holding SU

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return