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 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Americana Partners's SUN Position: Q4 2024 in Review

Americana Partners sold out of Sunoco (SUN) in Q4 2024, closing a stake of 5,838 shares — an estimated $313K sold.

Americana Partners first reported a position in SUN in Q4 2019 and held it in 13 quarters. The position peaked at $352K in Q1 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

Americana Partners reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
Americana Partners sold 5,838 Sunoco shares in Q4 2024, an estimated $313K.
Americana Partners first reported a position in Sunoco in Q4 2019 and held it in 13 quarters.
Americana Partners's Sunoco position peaked at $352K in Q1 2024.
268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on Americana Partners's 13F filing for Q4 2024, filed 31 Jan 2025.