FourThought Financial’s Sunoco SUN Stock Holding History

FourThought Financial’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 Q3	$7K	Hold	186	–	–	﹤0.01%	1128
2022 Q2	$7K	Hold	186	–	–	﹤0.01%	1109
2022 Q1	$8K	Hold	186	–	–	﹤0.01%	1102
2021 Q4	$8K	Hold	186	–	–	﹤0.01%	1134
2021 Q3	$6K	Hold	186	–	–	﹤0.01%	1206
2021 Q2	$7K	Hold	186	–	–	﹤0.01%	1171
2021 Q1	$5K	Hold	186	–	–	﹤0.01%	1184
2020 Q4	$5K	Buy	+186	New	+$5.04K	﹤0.01%	1162

Other funds holding SUN

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

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

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

FourThought Financial's SUN Position: Q3 2022 in Review

FourThought Financial held its Sunoco (SUN) position steady in Q3 2022 at 186 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

FourThought Financial first reported a position in SUN in Q4 2020 and has held it in 8 quarters since. The position peaked at $8K in Q1 2022. 168 funds tracked by Wall St. Rank hold SUN as of Q3 2022.

FourThought Financial held 186 shares of Sunoco worth $7K as of Q3 2022.
FourThought Financial left its Sunoco share count unchanged in Q3 2022.
Sunoco made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1128 holding.
FourThought Financial first reported a position in Sunoco in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Sunoco position peaked at $8K in Q1 2022.
168 funds tracked by Wall St. Rank held Sunoco as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.