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	–	998
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 $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAA

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

HM Payson & Co's SUN Position: Q4 2022 in Review

HM Payson & Co sold out of Sunoco (SUN) in Q4 2022, closing a stake of 500 shares — an estimated $19K sold.

HM Payson & Co first reported a position in SUN in Q2 2019 and held it in 14 quarters. The position peaked at $20K in Q1 2022. 178 funds tracked by Wall St. Rank hold SUN as of Q4 2022.

HM Payson & Co reported no remaining Sunoco position as of Q4 2022 after selling out during the quarter.
HM Payson & Co sold 500 Sunoco shares in Q4 2022, an estimated $19K.
HM Payson & Co first reported a position in Sunoco in Q2 2019 and held it in 14 quarters.
HM Payson & Co's Sunoco position peaked at $20K in Q1 2022.
178 funds tracked by Wall St. Rank held Sunoco as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.