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SUN icon

Girard Partners’s Sunoco SUN Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-500
Closed -$14K – 749
2018
Q3 		$14K Buy
+500
New +$13.5K ﹤0.01% 662

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Girard Partners's SUN Position: Q4 2018 in Review

Girard Partners sold out of Sunoco (SUN) in Q4 2018, closing a stake of 500 shares — an estimated $14K sold.

Girard Partners first reported a position in SUN in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 124 funds tracked by Wall St. Rank hold SUN as of Q4 2018.

  • Girard Partners reported no remaining Sunoco position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 500 Sunoco shares in Q4 2018, an estimated $14K.
  • Girard Partners first reported a position in Sunoco in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Sunoco position peaked at $14K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Sunoco as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.