Westside Investment Management’s Suncor Energy SU Stock Holding History

Westside Investment Management’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	$37.2K	Hold	564	–	–	0.01%	662
2025 Q4	$25.7K	Hold	564	–	–	﹤0.01%	778
2025 Q3	$23.3K	Buy	564 +186	+49%	+$7.46K	﹤0.01%	822
2025 Q2	$14.3K	Buy	+378	New	+$13.7K	﹤0.01%	810
2021 Q2	–	Sell	-113	Closed	-$2	–	758
2021 Q1	$2	Hold	113	–	–	﹤0.01%	692
2020 Q4	$1	Hold	113	–	–	﹤0.01%	635
2020 Q3	$1	Hold	113	–	–	﹤0.01%	657
2020 Q2	$1	Hold	113	–	–	﹤0.01%	644
2020 Q1	$1	Buy	+113	New	+$2.96K	﹤0.01%	657
2019 Q2	$3	Buy	+113	New	+$3.62K	﹤0.01%	593
2018 Q4	$3.16K	Hold	113	–	–	﹤0.01%	598
2018 Q3	$4.49K	Hold	113	–	–	﹤0.01%	604
2018 Q2	$4.56K	Hold	113	–	–	﹤0.01%	688
2018 Q1	$3.82K	Hold	113	–	–	﹤0.01%	702
2017 Q4	$4.26K	Buy	+113	New	+$3.92K	﹤0.01%	700

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

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 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