Byrne Asset Management’s Sunoco SUN Stock Holding History

Byrne Asset 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 Q3	–	Sell	-200	Closed	-$9K	–	583
2023 Q2	$9K	Hold	200	–	–	0.01%	419
2023 Q1	$9K	Hold	200	–	–	0.01%	400
2022 Q4	$8.62K	Hold	200	–	–	0.01%	386
2022 Q3	$8K	Hold	200	–	–	0.01%	367
2022 Q2	$7K	Hold	200	–	–	0.01%	394
2022 Q1	$8K	Hold	200	–	–	0.01%	408
2021 Q4	$8K	Buy	+200	New	+$7.93K	0.01%	413

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Byrne Asset Management's SUN Position: Q3 2023 in Review

Byrne Asset Management sold out of Sunoco (SUN) in Q3 2023, closing a stake of 200 shares — an estimated $9K sold.

Byrne Asset Management first reported a position in SUN in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q2 2023. 186 funds tracked by Wall St. Rank hold SUN as of Q3 2023.

Byrne Asset Management reported no remaining Sunoco position as of Q3 2023 after selling out during the quarter.
Byrne Asset Management sold 200 Sunoco shares in Q3 2023, an estimated $9K.
Byrne Asset Management first reported a position in Sunoco in Q4 2021 and held it in 7 quarters.
Byrne Asset Management's Sunoco position peaked at $9K in Q2 2023.
186 funds tracked by Wall St. Rank held Sunoco as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.