HFM
SUN icon

Harvest Fund Management’s Sunoco SUN Stock Holding History

Harvest Fund 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
2020
Q3 		– Sell
-1,915
Closed -$44K – 604
2020
Q2 		$44K Sell
1,915
-786
-29% -$18.3K ﹤0.01% 350
2020
Q1 		$42K Buy
+2,701
New +$72.5K ﹤0.01% 326

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Harvest Fund Management's SUN Position: Q3 2020 in Review

Harvest Fund Management sold out of Sunoco (SUN) in Q3 2020, closing a stake of 1,915 shares — an estimated $44K sold.

Harvest Fund Management first reported a position in SUN in Q1 2020 and held it in 2 quarters. The position peaked at $44K in Q2 2020. 131 funds tracked by Wall St. Rank hold SUN as of Q3 2020.

  • Harvest Fund Management reported no remaining Sunoco position as of Q3 2020 after selling out during the quarter.
  • Harvest Fund Management sold 1,915 Sunoco shares in Q3 2020, an estimated $44K.
  • Harvest Fund Management first reported a position in Sunoco in Q1 2020 and held it in 2 quarters.
  • Harvest Fund Management's Sunoco position peaked at $44K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held Sunoco as of Q3 2020.

Based on Harvest Fund Management's 13F filing for Q3 2020, filed 4 Nov 2020.