Baird Financial Group
SUN icon

Baird Financial Group’s Sunoco SUN Stock Holding History

Baird Financial Group’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
2026
Q1 		$979K Sell
15,068
-780
-5% -$47.3K ﹤0.01% 1262
2025
Q4 		$831K Sell
15,848
-18
-0.1% -$951 ﹤0.01% 1304
2025
Q3 		$793K Sell
15,866
-400
-2% -$20.8K ﹤0.01% 1333
2025
Q2 		$872K Sell
16,266
-356
-2% -$19.7K ﹤0.01% 1249
2025
Q1 		$965K Buy
16,622
+320
+2% +$18.1K ﹤0.01% 1190
2024
Q4 		$839K Sell
16,302
-1,684
-9% -$89K ﹤0.01% 1226
2024
Q3 		$965K Sell
17,986
-532
-3% -$28.9K ﹤0.01% 1183
2024
Q2 		$1.05M Sell
18,518
-4,693
-20% -$256K ﹤0.01% 1153
2024
Q1 		$1.4M Sell
23,211
-3,414
-13% -$206K ﹤0.01% 1057
2023
Q4 		$1.6M Sell
26,625
-811
-3% -$43.1K ﹤0.01% 998
2023
Q3 		$1.34M Buy
27,436
+165
+0.6% +$7.49K ﹤0.01% 1034
2023
Q2 		$1.19M Buy
27,271
+870
+3% +$38.5K ﹤0.01% 1063
2023
Q1 		$1.16M Sell
26,401
-354
-1% -$16K ﹤0.01% 1060
2022
Q4 		$1.15M Sell
26,755
-1,213
-4% -$51.2K ﹤0.01% 1031
2022
Q3 		$1.09M Hold
27,968
– – ﹤0.01% 1023
2022
Q2 		$1.04M Sell
27,968
-1,370
-5% -$55.8K ﹤0.01% 1069
2022
Q1 		$1.2M Sell
29,338
-11,257
-28% -$479K ﹤0.01% 1068
2021
Q4 		$1.66M Buy
40,595
+10,686
+36% +$424K ﹤0.01% 1005
2021
Q3 		$1.12M Buy
+29,909
New +$1.11M ﹤0.01% 1162

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return