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Brown Brothers Harriman & Co’s Sunoco SUN Stock Holding History

Brown Brothers Harriman & 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
Q3 		– Sell
-2,000
Closed -$87.1K – 1305
2023
Q2 		$87.1K Hold
2,000
– – ﹤0.01% 619
2023
Q1 		$87.8K Buy
+2,000
New +$90.1K ﹤0.01% 639
2020
Q1 		– Sell
-1,694
Closed -$52K – 1280
2019
Q4 		$52K Hold
1,694
– – ﹤0.01% 656
2019
Q3 		$53K Hold
1,694
– – ﹤0.01% 637
2019
Q2 		$53K Hold
1,694
– – ﹤0.01% 579
2019
Q1 		$53K Buy
+1,694
New +$50.4K ﹤0.01% 565

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brown Brothers Harriman & Co's SUN Position: Q3 2023 in Review

Brown Brothers Harriman & Co sold out of Sunoco (SUN) in Q3 2023, closing a stake of 2,000 shares — an estimated $87.1K sold.

Brown Brothers Harriman & Co first reported a position in SUN in Q1 2019 and held it in 6 quarters. The position peaked at $87.8K in Q1 2023. 186 funds tracked by Wall St. Rank hold SUN as of Q3 2023.

  • Brown Brothers Harriman & Co reported no remaining Sunoco position as of Q3 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 2,000 Sunoco shares in Q3 2023, an estimated $87.1K.
  • Brown Brothers Harriman & Co first reported a position in Sunoco in Q1 2019 and held it in 6 quarters.
  • Brown Brothers Harriman & Co's Sunoco position peaked at $87.8K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Sunoco as of Q3 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2023, filed 13 Nov 2023.