Credit Suisse’s Sunoco SUN Stock Holding History

Credit Suisse’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
2020 Q3	–	Sell	-120,000	Closed	-$2.74M	–	4122
2020 Q2	$2.74M	Buy	+120,000	New	+$2.79M	﹤0.01%	2137

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Credit Suisse's SUN Position: Q4 2022 in Review

Credit Suisse sold out of Sunoco (SUN) in Q4 2022, closing a stake of 1,888 shares — an estimated $74K sold.

Credit Suisse first reported a position in SUN in Q2 2013 and held it in 38 quarters. The position peaked at $39M in Q3 2015. 178 funds tracked by Wall St. Rank hold SUN as of Q4 2022.

Credit Suisse reported no remaining Sunoco position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 1,888 Sunoco shares in Q4 2022, an estimated $74K.
Credit Suisse first reported a position in Sunoco in Q2 2013 and held it in 38 quarters.
Credit Suisse's Sunoco position peaked at $39M in Q3 2015.
178 funds tracked by Wall St. Rank held Sunoco as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.