Baystate Wealth Management’s Sunoco SUN Stock Holding History

Baystate Wealth Management’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	$30K	Buy	+500	New	+$26.6K	﹤0.01%	479

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

Baystate Wealth Management's SUN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Sunoco (SUN) in Q4 2023: 500 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

209 funds tracked by Wall St. Rank hold SUN as of Q4 2023.

Baystate Wealth Management held 500 shares of Sunoco worth $30K as of Q4 2023.
Sunoco was a new Baystate Wealth Management position in Q4 2023.
Sunoco made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #479 holding.
209 funds tracked by Wall St. Rank held Sunoco as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.