Bartlett & Co’s Sunoco SUN Stock Holding History

Bartlett & Co’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	$21K	Hold	330	–	–	﹤0.01%	877
2023 Q3	$16K	Hold	330	–	–	﹤0.01%	860
2023 Q2	$14K	Buy	+330	New	+$14.6K	﹤0.01%	881

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Bartlett & Co's SUN Position: Q4 2023 in Review

Bartlett & Co held its Sunoco (SUN) position steady in Q4 2023 at 330 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Bartlett & Co first reported a position in SUN in Q2 2023 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold SUN as of Q4 2023.

Bartlett & Co held 330 shares of Sunoco worth $21K as of Q4 2023.
Bartlett & Co left its Sunoco share count unchanged in Q4 2023.
Sunoco made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #877 holding.
Bartlett & Co first reported a position in Sunoco in Q2 2023 and has held it in 3 quarters since.
209 funds tracked by Wall St. Rank held Sunoco as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.