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 23.41% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Estabrook Capital Management's SUN Position: Q1 2025 in Review

Estabrook Capital Management sold out of Sunoco (SUN) in Q1 2025, closing a stake of 1,250 shares — an estimated $64.3K sold.

Estabrook Capital Management first reported a position in SUN in Q4 2021 and held it in 13 quarters. The position peaked at $81.7K in Q4 2021. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

Estabrook Capital Management reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
Estabrook Capital Management sold 1,250 Sunoco shares in Q1 2025, an estimated $64.3K.
Estabrook Capital Management first reported a position in Sunoco in Q4 2021 and held it in 13 quarters.
Estabrook Capital Management's Sunoco position peaked at $81.7K in Q4 2021.
290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Estabrook Capital Management's 13F filing for Q1 2025, filed 14 May 2025.