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SUN icon

Inspire Investing’s Sunoco SUN Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-9,834
Closed -$371K – 922
2021
Q2 		$371K Buy
9,834
+298
+3% +$10.6K 0.05% 480
2021
Q1 		$304K Sell
9,536
-880
-8% -$27.5K 0.05% 521
2020
Q4 		$300K Buy
+10,416
New +$282K 0.07% 449
2020
Q3 		– Sell
-11,966
Closed -$273K – 560
2020
Q2 		$273K Buy
+11,966
New +$278K 0.09% 241
2018
Q1 		– Sell
-1,980
Closed -$56K – 639
2017
Q4 		$56K Buy
+1,980
New +$59.7K 0.05% 575

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return