Global Retirement Partners’s Sunoco SUN Stock Holding History

Global Retirement 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
2025 Q4	$89.6K	Buy	1,710 +77	+5%	+$4.07K	﹤0.01%	1975
2025 Q3	$81.7K	Hold	1,633	–	–	﹤0.01%	1611
2025 Q2	$87.5K	Buy	+1,633	New	+$90.2K	﹤0.01%	1498
2024 Q4	$84K	Buy	1,633 +788	+93%	+$41.6K	﹤0.01%	1360
2024 Q3	$45.4K	Hold	845	–	–	﹤0.01%	1606
2024 Q2	$47.8K	Buy	+845	New	+$46.1K	﹤0.01%	1559
2023 Q1	–	Sell	-222	Closed	-$9.55K	–	3335
2022 Q4	$9.55K	Buy	+222	New	+$9.37K	﹤0.01%	1800
2021 Q4	–	Sell	-85	Closed	-$3K	–	1609
2021 Q3	$3K	Hold	85	–	–	﹤0.01%	1775
2021 Q2	$3K	Hold	85	–	–	﹤0.01%	1693
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	1606
2020 Q4	$2K	Hold	85	–	–	﹤0.01%	1632
2020 Q3	$2K	Hold	85	–	–	﹤0.01%	1511
2020 Q2	$2K	Hold	85	–	–	﹤0.01%	1491
2020 Q1	$1K	Hold	85	–	–	﹤0.01%	1526
2019 Q4	$3K	Hold	85	–	–	﹤0.01%	1435
2019 Q3	$3K	Hold	85	–	–	﹤0.01%	1408
2019 Q2	$3K	Hold	85	–	–	﹤0.01%	1400
2019 Q1	$3K	Hold	85	–	–	﹤0.01%	1362
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	1354
2018 Q3	$3K	Hold	85	–	–	﹤0.01%	1355
2018 Q2	$2K	Buy	+85	New	+$2.26K	﹤0.01%	1407

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return