Estabrook Capital Management’s Sunoco SUN Stock Holding History

Estabrook Capital 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
2025 Q1	–	Sell	-1,250	Closed	-$64.3K	–	343
2024 Q4	$64.3K	Hold	1,250	–	–	0.01%	178
2024 Q3	$67.1K	Hold	1,250	–	–	0.01%	181
2024 Q2	$70.7K	Hold	1,250	–	–	0.01%	177
2024 Q1	$75.4K	Hold	1,250	–	–	0.01%	180
2023 Q4	$74.9K	Sell	1,250 -150	-11%	-$7.98K	0.01%	173
2023 Q3	$68.5K	Hold	1,400	–	–	0.01%	178
2023 Q2	$61K	Hold	1,400	–	–	0.01%	190
2023 Q1	$61.4K	Hold	1,400	–	–	0.01%	197
2022 Q4	$60.3K	Hold	1,400	–	–	0.01%	195
2022 Q3	$54.6K	Hold	1,400	–	–	0.01%	197
2022 Q2	$52.1K	Sell	1,400 -200	-13%	-$8.14K	0.01%	208
2022 Q1	$65.3K	Sell	1,600 -400	-20%	-$17K	0.01%	209
2021 Q4	$81.7K	Buy	+2,000	New	+$79.3K	0.01%	196

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return