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Danda Trouve Investment Management’s Sunoco SUN Stock Holding History

Danda Trouve Investment 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
2020
Q3 		– Sell
-470
Closed -$11K – 176
2020
Q2 		$11K Hold
470
– – 0.02% 94
2020
Q1 		$7K Hold
470
– – 0.01% 111
2019
Q4 		$14K Buy
+470
New +$14.8K 0.02% 96

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Danda Trouve Investment Management's SUN Position: Q3 2020 in Review

Danda Trouve Investment Management sold out of Sunoco (SUN) in Q3 2020, closing a stake of 470 shares — an estimated $11K sold.

Danda Trouve Investment Management first reported a position in SUN in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 131 funds tracked by Wall St. Rank hold SUN as of Q3 2020.

  • Danda Trouve Investment Management reported no remaining Sunoco position as of Q3 2020 after selling out during the quarter.
  • Danda Trouve Investment Management sold 470 Sunoco shares in Q3 2020, an estimated $11K.
  • Danda Trouve Investment Management first reported a position in Sunoco in Q4 2019 and held it in 3 quarters.
  • Danda Trouve Investment Management's Sunoco position peaked at $14K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Sunoco as of Q3 2020.

Based on Danda Trouve Investment Management's 13F filing for Q3 2020, filed 28 Oct 2020.