HSBC Holdings
SUN icon

HSBC Holdings’s Sunoco SUN Stock Holding History

HSBC Holdings’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
-141,318
Closed -$3.84M – 2878
2018
Q4 		$3.84M Buy
+141,318
New +$3.94M 0.01% 1220
2018
Q2 		– Sell
-70,800
Closed -$1.81M – 2697
2018
Q1 		$1.81M Buy
+70,800
New +$2.09M ﹤0.01% 1450
2016
Q1 		– Sell
-31,758
Closed -$1.26M – 2228
2015
Q4 		$1.26M Sell
31,758
-23,274
-42% -$838K ﹤0.01% 1394
2015
Q3 		$1.86M Buy
55,032
+600
+1% +$23K 0.01% 1086
2015
Q2 		$2.46M Buy
+54,432
New +$2.62M 0.01% 1022

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