Americana Partners’s Sunoco SUN Stock Holding History

Americana Partners’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 Q4	–	Sell	-5,838	Closed	-$313K	–	406
2024 Q3	$313K	Hold	5,838	–	–	0.02%	309
2024 Q2	$330K	Hold	5,838	–	–	0.03%	279
2024 Q1	$352K	Buy	+5,838	New	+$353K	0.03%	267
2023 Q4	–	Sell	-5,838	Closed	-$278K	–	329
2023 Q3	$278K	Buy	5,838 +150	+3%	+$6.81K	0.03%	246
2023 Q2	$248K	Sell	5,688 -513	-8%	-$22.7K	0.03%	249
2023 Q1	$272K	Hold	6,201	–	–	0.04%	230
2022 Q4	$267K	Hold	6,201	–	–	0.05%	214
2022 Q3	$241K	Hold	6,201	–	–	0.04%	210
2022 Q2	$230K	Hold	6,201	–	–	0.04%	217
2022 Q1	$253K	Buy	+6,201	New	+$264K	0.08%	195
2021 Q4	–	Sell	-6,201	Closed	-$231K	–	272
2021 Q3	$231K	Hold	6,201	–	–	0.06%	218
2021 Q2	$233K	Buy	+6,201	New	+$220K	0.12%	121
2020 Q1	–	Sell	-5,513	Closed	-$168K	–	437
2019 Q4	$168K	Buy	+5,513	New	+$174K	0.09%	106

Other funds holding SUN

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

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

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return