Institutional & Family Asset Management’s Sunoco SUN Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$765K	Buy	+13,538	New	+$738K	0.12%	110

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institutional & Family Asset Management's SUN Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Sunoco (SUN) in Q2 2024: 13,538 shares worth $765K. The stake represents 0.12% of the portfolio and ranks #110 among its holdings.

273 funds tracked by Wall St. Rank hold SUN as of Q2 2024.

Institutional & Family Asset Management held 13,538 shares of Sunoco worth $765K as of Q2 2024.
Sunoco was a new Institutional & Family Asset Management position in Q2 2024.
Sunoco made up 0.12% of Institutional & Family Asset Management's portfolio in Q2 2024, its #110 holding.
273 funds tracked by Wall St. Rank held Sunoco as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.