Fisher Asset Management’s Sunoco SUN Stock Holding History

Fisher Asset 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 Q4	–	Sell	-4,987	Closed	-$268K	–	1012
2024 Q3	$268K	Buy	+4,987	New	+$271K	﹤0.01%	850

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

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

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Fisher Asset Management's SUN Position: Q4 2024 in Review

Fisher Asset Management sold out of Sunoco (SUN) in Q4 2024, closing a stake of 4,987 shares — an estimated $268K sold.

Fisher Asset Management first reported a position in SUN in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

Fisher Asset Management reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
Fisher Asset Management sold 4,987 Sunoco shares in Q4 2024, an estimated $268K.
Fisher Asset Management first reported a position in Sunoco in Q3 2024 and held it in 1 quarter.
Fisher Asset Management's Sunoco position peaked at $268K in Q3 2024.
268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.