HT
SUN icon

Heritage Trust’s Sunoco SUN Stock Holding History

Heritage Trust’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
-2,000
Closed -$54K – 383
2018
Q4 		$54K Hold
2,000
– – 0.02% 203
2018
Q3 		$59K Buy
2,000
+1,000
+100% +$26.9K 0.02% 200
2018
Q2 		$25K Hold
1,000
– – 0.01% 241
2018
Q1 		$26K Hold
1,000
– – 0.01% 234
2017
Q4 		$28K Hold
1,000
– – 0.01% 218
2017
Q3 		$31K Hold
1,000
– – 0.01% 222
2017
Q2 		$31K Hold
1,000
– – 0.01% 212
2017
Q1 		$24K Buy
+1,000
New +$26.5K 0.01% 222

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