Wellington Management Group’s Suncor Energy SU Stock Holding History

Wellington Management Group’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	$49.7M	Buy	754,363 +371,699	+97%	+$20.5M	0.01%	726
2025 Q4	$17M	Buy	382,664 +30,075	+9%	+$1.27M	﹤0.01%	1098
2025 Q3	$14.8M	Sell	352,589 -149,772	-30%	-$6.01M	﹤0.01%	1143
2025 Q2	$18.8M	Sell	502,361 -129,425	-20%	-$4.68M	﹤0.01%	984
2025 Q1	$24.5M	Buy	631,786 +273,521	+76%	+$10.4M	﹤0.01%	897
2024 Q4	$12.8M	Buy	358,265 +16,337	+5%	+$629K	﹤0.01%	1126
2024 Q3	$12.6M	Buy	341,928 +7,101	+2%	+$274K	﹤0.01%	1102
2024 Q2	$12.8M	Buy	334,827 +14,254	+4%	+$551K	﹤0.01%	1092
2024 Q1	$11.8M	Sell	320,573 -403,800	-56%	-$13.6M	﹤0.01%	1090
2023 Q4	$23.3M	Sell	724,373 -69,911	-9%	-$2.28M	﹤0.01%	901
2023 Q3	$27.4M	Buy	794,284 +29,322	+4%	+$940K	0.01%	874
2023 Q2	$22.5M	Sell	764,962 -93,309	-11%	-$2.79M	﹤0.01%	921
2023 Q1	$26.6M	Buy	858,271 +33,320	+4%	+$1.08M	0.01%	863
2022 Q4	$26.2M	Buy	824,951 +64,274	+8%	+$2.11M	0.01%	857
2022 Q3	$21.5M	Sell	760,677 -527,553	-41%	-$16.7M	﹤0.01%	892
2022 Q2	$45.1M	Buy	1,288,230 +104,791	+9%	+$3.82M	0.01%	706
2022 Q1	$38.6M	Sell	1,183,439 -387,894	-25%	-$11.5M	0.01%	837
2021 Q4	$39.4M	Sell	1,571,333 -8,504,281	-84%	-$207M	0.01%	903
2021 Q3	$209M	Sell	10,075,614 -2,409,446	-19%	-$48.2M	0.04%	425
2021 Q2	$299M	Sell	12,485,060 -3,086,478	-20%	-$70.8M	0.05%	346
2021 Q1	$325M	Buy	15,571,538 +8,303,294	+114%	+$163M	0.06%	313
2020 Q4	$122M	Buy	7,268,244 +4,926,135	+210%	+$72.4M	0.02%	537
2020 Q3	$28.5M	Sell	2,342,109 -611,226	-21%	-$9.57M	0.01%	865
2020 Q2	$49.7M	Sell	2,953,335 -1,176,443	-28%	-$20.1M	0.01%	704
2020 Q1	$65.2M	Sell	4,129,778 -71,382,359	-95%	-$1.87B	0.02%	559
2019 Q4	$2.48B	Sell	75,512,137 -43,763	-0.1%	-$1.37M	0.52%	44
2019 Q3	$2.39B	Buy	75,555,900 +1,789,505	+2%	+$53.8M	0.54%	45
2019 Q2	$2.3B	Buy	73,766,395 +2,724,088	+4%	+$87.2M	0.51%	48
2019 Q1	$2.3B	Buy	71,042,307 +2,313,686	+3%	+$75.3M	0.52%	47
2018 Q4	$1.92B	Buy	68,728,621 +1,193,927	+2%	+$39.7M	0.48%	48
2018 Q3	$2.61B	Sell	67,534,694 -4,654,754	-6%	-$188M	0.55%	36
2018 Q2	$2.94B	Buy	72,189,448 +335,740	+0.5%	+$13.1M	0.65%	26
2018 Q1	$2.48B	Buy	71,853,708 +4,713,797	+7%	+$164M	0.56%	38
2017 Q4	$2.47B	Buy	67,139,911 +944,829	+1%	+$32.8M	0.55%	42
2017 Q3	$2.32B	Sell	66,195,082 -902,797	-1%	-$28.8M	0.53%	48
2017 Q2	$1.96B	Buy	67,097,879 +4,480,139	+7%	+$138M	0.46%	56
2017 Q1	$1.92B	Buy	62,617,740 +3,103,397	+5%	+$97.7M	0.46%	52
2016 Q4	$1.95B	Buy	59,514,343 +491,946	+0.8%	+$15.1M	0.49%	52
2016 Q3	$1.64B	Buy	59,022,397 +5,658,399	+11%	+$155M	0.41%	62
2016 Q2	$1.48B	Buy	53,363,998 +15,967,556	+43%	+$438M	0.38%	62
2016 Q1	$1.04B	Buy	37,396,442 +2,824,033	+8%	+$68.3M	0.27%	88
2015 Q4	$892M	Buy	34,572,409 +5,685,039	+20%	+$157M	0.23%	101
2015 Q3	$772M	Buy	28,887,370 +1,960,219	+7%	+$52.6M	0.22%	109
2015 Q2	$741M	Buy	26,927,151 +3,230,479	+14%	+$97.6M	0.19%	121
2015 Q1	$693M	Buy	23,696,672 +2,650,903	+13%	+$78.8M	0.18%	123
2014 Q4	$669M	Sell	21,045,769 -6,965,098	-25%	-$230M	0.18%	123
2014 Q3	$1.01B	Sell	28,010,867 -29,634	-0.1%	-$1.19M	0.28%	79
2014 Q2	$1.2B	Sell	28,040,501 -1,661,669	-6%	-$64.7M	0.32%	73
2014 Q1	$1.04B	Sell	29,702,170 -1,466,085	-5%	-$48.8M	0.29%	81
2013 Q4	$1.09B	Sell	31,168,255 -5,785,414	-16%	-$203M	0.31%	75
2013 Q3	$1.32B	Buy	36,953,669 +4,271,941	+13%	+$142M	0.41%	58
2013 Q2	$964M	Buy	+32,681,728	New	+$985M	0.31%	74