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	–	636
2017 Q4	$56K	Buy	+1,980	New	+$59.7K	0.05%	575

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

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

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

BHC

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

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

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Inspire Investing's SUN Position: Q3 2021 in Review

Inspire Investing sold out of Sunoco (SUN) in Q3 2021, closing a stake of 9,834 shares — an estimated $371K sold.

Inspire Investing first reported a position in SUN in Q4 2017 and held it in 5 quarters. The position peaked at $371K in Q2 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q3 2021.

Inspire Investing reported no remaining Sunoco position as of Q3 2021 after selling out during the quarter.
Inspire Investing sold 9,834 Sunoco shares in Q3 2021, an estimated $371K.
Inspire Investing first reported a position in Sunoco in Q4 2017 and held it in 5 quarters.
Inspire Investing's Sunoco position peaked at $371K in Q2 2021.
145 funds tracked by Wall St. Rank held Sunoco as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.