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FORA Capital’s Sunoco SUN Stock Holding History

FORA Capital’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
-9,762
Closed -$524K – 583
2024
Q3 		$524K Buy
+9,762
New +$530K 0.06% 274
2020
Q3 		– Sell
-3,299
Closed -$75K – 967
2020
Q2 		$75K Buy
+3,299
New +$76.7K 0.03% 565
2020
Q1 		– Sell
-3,764
Closed -$115K – 1326
2019
Q4 		$115K Buy
+3,764
New +$119K 0.01% 731

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
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

FORA Capital's SUN Position: Q4 2024 in Review

FORA Capital sold out of Sunoco (SUN) in Q4 2024, closing a stake of 9,762 shares — an estimated $524K sold.

FORA Capital first reported a position in SUN in Q4 2019 and held it in 3 quarters. The position peaked at $524K in Q3 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

  • FORA Capital reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 9,762 Sunoco shares in Q4 2024, an estimated $524K.
  • FORA Capital first reported a position in Sunoco in Q4 2019 and held it in 3 quarters.
  • FORA Capital's Sunoco position peaked at $524K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.