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Capital Management Associates (New York)’s Sunoco SUN Stock Holding History

Capital Management Associates (New York)’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
Q2 		– Sell
-100
Closed -$4.39K – 93
2023
Q1 		$4.39K Hold
100
– – 0.01% 80
2022
Q4 		$4.31K Buy
+100
New +$4.22K 0.01% 82

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Morgan Stanley
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BHC
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Capital Management Associates (New York)'s SUN Position: Q2 2023 in Review

Capital Management Associates (New York) sold out of Sunoco (SUN) in Q2 2023, closing a stake of 100 shares — an estimated $4.39K sold.

Capital Management Associates (New York) first reported a position in SUN in Q4 2022 and held it in 2 quarters. The position peaked at $4.39K in Q1 2023. 188 funds tracked by Wall St. Rank hold SUN as of Q2 2023.

  • Capital Management Associates (New York) reported no remaining Sunoco position as of Q2 2023 after selling out during the quarter.
  • Capital Management Associates (New York) sold 100 Sunoco shares in Q2 2023, an estimated $4.39K.
  • Capital Management Associates (New York) first reported a position in Sunoco in Q4 2022 and held it in 2 quarters.
  • Capital Management Associates (New York)'s Sunoco position peaked at $4.39K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Sunoco as of Q2 2023.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2023, filed 11 Aug 2023.