InterOcean Capital Group’s Sunoco SUN Stock Holding History

InterOcean Capital Group’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 Q1	$219K	Buy	+3,629	New	+$219K	0.01%	444

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BHC

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

InterOcean Capital Group's SUN Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Sunoco (SUN) in Q1 2024: 3,629 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

InterOcean Capital Group held 3,629 shares of Sunoco worth $219K as of Q1 2024.
Sunoco was a new InterOcean Capital Group position in Q1 2024.
Sunoco made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #444 holding.
211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.