GIA
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Gladstone Institutional Advisory’s Sunoco SUN Stock Holding History

Gladstone Institutional Advisory’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
-3,625
Closed -$219K – 693
2024
Q1 		$219K Buy
+3,625
New +$219K 0.01% 587
2023
Q1 		– Sell
-5,450
Closed -$235K – 710
2022
Q4 		$235K Sell
5,450
-1,600
-23% -$67.5K 0.02% 561
2022
Q3 		$275K Buy
+7,050
New +$277K 0.02% 520
2022
Q2 		– Sell
-5,700
Closed -$233K – 729
2022
Q1 		$233K Sell
5,700
-3,005
-35% -$128K 0.02% 622
2021
Q4 		$355K Hold
8,705
– – 0.03% 442
2021
Q3 		$325K Buy
+8,705
New +$323K 0.03% 411

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Morgan Stanley
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 $1.07B AUM 7.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return