Woodson Capital Management’s Suncor Energy SU Stock Holding History

Woodson Capital 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
2024 Q4	–	Sell	-219,970	Closed	-$8.12M	–	48
2024 Q3	$8.12M	Sell	219,970 -68,200	-24%	-$2.63M	1.77%	25
2024 Q2	$11M	Sell	288,170 -81,830	-22%	-$3.16M	2.15%	18
2024 Q1	$13.7M	Hold	370,000	–	–	2.49%	16
2023 Q4	$11.9M	Sell	370,000 -110,000	-23%	-$3.59M	2.75%	13
2023 Q3	$16.5M	Sell	480,000 -40,000	-8%	-$1.28M	3.56%	10
2023 Q2	$15.2M	Hold	520,000	–	–	2.54%	16
2023 Q1	$16.1M	Buy	520,000 +146,500	+39%	+$4.76M	2.84%	16
2022 Q4	$11.9M	Buy	373,500 +78,500	+27%	+$2.58M	2.33%	19
2022 Q3	$8.3M	Buy	295,000 +115,000	+64%	+$3.63M	1.42%	25
2022 Q2	$6.31M	Sell	180,000 -150,000	-45%	-$5.46M	0.94%	33
2022 Q1	$10.8M	Sell	330,000 -400,000	-55%	-$11.9M	1.58%	28
2021 Q4	$18.3M	Buy	+730,000	New	+$17.8M	2.19%	24

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

TD Asset Management

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return