Fernwood Investment Management’s Sunoco SUN Stock Holding History

Fernwood 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
2024 Q2	–	Sell	-900	Closed	-$54.3K	–	633
2024 Q1	$54.3K	Buy	+900	New	+$54.4K	0.02%	333

Other funds holding SUN

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

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

TCA

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fernwood Investment Management's SUN Position: Q2 2024 in Review

Fernwood Investment Management sold out of Sunoco (SUN) in Q2 2024, closing a stake of 900 shares — an estimated $54.3K sold.

Fernwood Investment Management first reported a position in SUN in Q1 2024 and held it in 1 quarter. The position peaked at $54.3K in Q1 2024. 273 funds tracked by Wall St. Rank hold SUN as of Q2 2024.

Fernwood Investment Management reported no remaining Sunoco position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 900 Sunoco shares in Q2 2024, an estimated $54.3K.
Fernwood Investment Management first reported a position in Sunoco in Q1 2024 and held it in 1 quarter.
Fernwood Investment Management's Sunoco position peaked at $54.3K in Q1 2024.
273 funds tracked by Wall St. Rank held Sunoco as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.