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Axiom Investors’s Sunoco SUN Stock Holding History

Axiom Investors’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
2013
Q3 		– Sell
-51,800
Closed -$1.52M – 152
2013
Q2 		$1.52M Buy
+51,800
New +$1.57M 0.06% 102

Other funds holding SUN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Investors's SUN Position: Q3 2013 in Review

Axiom Investors sold out of Sunoco (SUN) in Q3 2013, closing a stake of 51,800 shares — an estimated $1.52M sold.

Axiom Investors first reported a position in SUN in Q2 2013 and held it in 1 quarter. The position peaked at $1.52M in Q2 2013. 39 funds tracked by Wall St. Rank hold SUN as of Q3 2013.

  • Axiom Investors reported no remaining Sunoco position as of Q3 2013 after selling out during the quarter.
  • Axiom Investors sold 51,800 Sunoco shares in Q3 2013, an estimated $1.52M.
  • Axiom Investors first reported a position in Sunoco in Q2 2013 and held it in 1 quarter.
  • Axiom Investors's Sunoco position peaked at $1.52M in Q2 2013.
  • 39 funds tracked by Wall St. Rank held Sunoco as of Q3 2013.

Based on Axiom Investors's 13F filing for Q3 2013, filed 8 Nov 2013.