Acadian Asset Management

Acadian Asset Management’s Sunoco SUN Stock Holding History

Acadian Asset Management’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,187	Closed	-$909K	–	1777
2023 Q4	$909K	Sell	15,187 -10,801	-42%	-$575K	﹤0.01%	888
2023 Q3	$1.27M	Sell	25,988 -18,209	-41%	-$827K	0.01%	807
2023 Q2	$1.92M	Buy	44,197 +23,635	+115%	+$1.05M	0.01%	702
2023 Q1	$902K	Buy	20,562 +13,367	+186%	+$602K	﹤0.01%	903
2022 Q4	$310K	Sell	7,195 -6,461	-47%	-$273K	﹤0.01%	1171
2022 Q3	$532K	Sell	13,656 -31,518	-70%	-$1.24M	﹤0.01%	976
2022 Q2	$1.68M	Sell	45,174 -4,461	-9%	-$182K	0.01%	673
2022 Q1	$2.02M	Buy	+49,635	New	+$2.11M	0.01%	661
2021 Q3	–	Sell	-8,820	Closed	-$333K	–	2003
2021 Q2	$333K	Buy	8,820 +7,653	+656%	+$272K	﹤0.01%	1283
2021 Q1	$37K	Sell	1,167 -856	-42%	-$26.7K	﹤0.01%	1889
2020 Q4	$59K	Buy	+2,023	New	+$54.8K	﹤0.01%	1898

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return