Brown Advisory
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Brown Advisory’s Sunoco SUN Stock Holding History

Brown Advisory’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 		$642K Sell
9,879
-1,095
-10% -$66.4K ﹤0.01% 980
2025
Q4 		$575K Hold
10,974
– – ﹤0.01% 1019
2025
Q3 		$549K Sell
10,974
-1,200
-10% -$62.4K ﹤0.01% 1013
2025
Q2 		$652K Buy
12,174
+1,201
+11% +$66.3K ﹤0.01% 928
2025
Q1 		$637K Hold
10,973
– – ﹤0.01% 917
2024
Q4 		$564K Hold
10,973
– – ﹤0.01% 972
2024
Q3 		$589K Hold
10,973
– – ﹤0.01% 945
2024
Q2 		$620K Buy
10,973
+6,630
+153% +$362K ﹤0.01% 891
2024
Q1 		$262K Hold
4,343
– – ﹤0.01% 1109
2023
Q4 		$260K Sell
4,343
-250
-5% -$13.3K ﹤0.01% 1087
2023
Q3 		$225K Hold
4,593
– – ﹤0.01% 1089
2023
Q2 		$200K Hold
4,593
– – ﹤0.01% 1120
2023
Q1 		$202K Buy
+4,593
New +$207K ﹤0.01% 1136
2014
Q2 		– Sell
-181,453
Closed -$6.38M – 998
2014
Q1 		$6.38M Buy
181,453
+16,655
+10% +$580K 0.02% 307
2013
Q4 		$5.46M Buy
164,798
+10,992
+7% +$354K 0.02% 312
2013
Q3 		$4.63M Buy
153,806
+19,017
+14% +$570K 0.02% 322
2013
Q2 		$3.95M Buy
+134,789
New +$4.07M 0.02% 326

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