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Evergreen Capital Management’s Sunoco SUN Stock Holding History

Evergreen 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
2022
Q1 		– Sell
-6,000
Closed -$245K – 681
2021
Q4 		$245K Buy
+6,000
New +$238K 0.01% 528
2017
Q1 		– Sell
-93,398
Closed -$2.51M – 114
2016
Q4 		$2.51M Sell
93,398
-145,672
-61% -$3.79M 0.49% 64
2016
Q3 		$6.93M Buy
239,070
+11,395
+5% +$342K 1.37% 23
2016
Q2 		$6.82M Buy
+227,675
New +$7.45M 1.48% 19

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