AIC
SUN icon

Ameritas Investment Company’s Sunoco SUN Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-721
Closed -$23K – 1915
2021
Q1 		$23K Buy
+721
New +$22.5K ﹤0.01% 1234
2020
Q2 		– Sell
-400
Closed -$6K – 1449
2020
Q1 		$6K Buy
+400
New +$10.7K ﹤0.01% 1342
2019
Q4 		– Sell
-900
Closed -$28K – 1440
2019
Q3 		$28K Buy
+900
New +$28.7K 0.01% 829
2019
Q1 		– Sell
-350
Closed -$10K – 1697
2018
Q4 		$10K Buy
+350
New +$9.77K ﹤0.01% 1055

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ameritas Investment Company's SUN Position: Q2 2021 in Review

Ameritas Investment Company sold out of Sunoco (SUN) in Q2 2021, closing a stake of 721 shares — an estimated $23K sold.

Ameritas Investment Company first reported a position in SUN in Q4 2018 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 145 funds tracked by Wall St. Rank hold SUN as of Q2 2021.

  • Ameritas Investment Company reported no remaining Sunoco position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 721 Sunoco shares in Q2 2021, an estimated $23K.
  • Ameritas Investment Company first reported a position in Sunoco in Q4 2018 and held it in 4 quarters.
  • Ameritas Investment Company's Sunoco position peaked at $28K in Q3 2019.
  • 145 funds tracked by Wall St. Rank held Sunoco as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.