GIM
SUN icon

Groesbeck Investment Management’s Sunoco SUN Stock Holding History

Groesbeck Investment Management’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
2019
Q1 		– Sell
-10,148
Closed -$276K – 101
2018
Q4 		$276K Sell
10,148
-10,656
-51% -$297K 0.24% 80
2018
Q3 		$615K Hold
20,804
– – 0.42% 58
2018
Q2 		$519K Sell
20,804
-4,000
-16% -$106K 0.36% 65
2018
Q1 		$633K Buy
24,804
+1,508
+6% +$44.5K 0.46% 50
2017
Q4 		$662K Buy
23,296
+3,370
+17% +$102K 0.46% 50
2017
Q3 		$620K Buy
19,926
+4,715
+31% +$147K 0.45% 54
2017
Q2 		$465K Hold
15,211
– – 0.34% 61
2017
Q1 		$367K Buy
15,211
+2,788
+22% +$73.9K 0.27% 71
2016
Q4 		$334K Buy
12,423
+3,390
+38% +$88.3K 0.26% 74
2016
Q3 		$262K Buy
+9,033
New +$271K 0.19% 96

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return