AXS Investments’s Sunoco SUN Stock Holding History

AXS Investments’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
2023 Q4	–	Sell	-8,000	Closed	-$392K	–	432
2023 Q3	$392K	Buy	+8,000	New	+$363K	0.1%	227

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

AXS Investments's SUN Position: Q4 2023 in Review

AXS Investments sold out of Sunoco (SUN) in Q4 2023, closing a stake of 8,000 shares — an estimated $392K sold.

AXS Investments first reported a position in SUN in Q3 2023 and held it in 1 quarter. The position peaked at $392K in Q3 2023. 209 funds tracked by Wall St. Rank hold SUN as of Q4 2023.

AXS Investments reported no remaining Sunoco position as of Q4 2023 after selling out during the quarter.
AXS Investments sold 8,000 Sunoco shares in Q4 2023, an estimated $392K.
AXS Investments first reported a position in Sunoco in Q3 2023 and held it in 1 quarter.
AXS Investments's Sunoco position peaked at $392K in Q3 2023.
209 funds tracked by Wall St. Rank held Sunoco as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.