HM Payson & Co’s Sunoco SUN Stock Holding History

HM Payson & Co’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
2022 Q4	–	Sell	-500	Closed	-$19K	–	999
2022 Q3	$19K	Hold	500	–	–	﹤0.01%	706
2022 Q2	$19K	Hold	500	–	–	﹤0.01%	732
2022 Q1	$20K	Hold	500	–	–	﹤0.01%	755
2021 Q4	$20K	Hold	500	–	–	﹤0.01%	765
2021 Q3	$19K	Hold	500	–	–	﹤0.01%	751
2021 Q2	$19K	Hold	500	–	–	﹤0.01%	746
2021 Q1	$16K	Hold	500	–	–	﹤0.01%	812
2020 Q4	$14K	Hold	500	–	–	﹤0.01%	837
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	811
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	737
2020 Q1	$8K	Hold	500	–	–	﹤0.01%	761
2019 Q4	$15K	Hold	500	–	–	﹤0.01%	763
2019 Q3	$16K	Hold	500	–	–	﹤0.01%	759
2019 Q2	$16K	Buy	+500	New	+$15.3K	﹤0.01%	756

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

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

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

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return