JCM
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Jacobi Capital Management’s Sunoco SUN Stock Holding History

Jacobi Capital 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
2020
Q3 		– Sell
-819
Closed -$19K – 1308
2020
Q2 		$19K Hold
819
– – ﹤0.01% 660
2020
Q1 		$13K Hold
819
– – ﹤0.01% 663
2019
Q4 		$25K Hold
819
– – ﹤0.01% 589
2019
Q3 		$26K Hold
819
– – 0.01% 559
2019
Q2 		$26K Hold
819
– – 0.01% 559
2019
Q1 		$26K Hold
819
– – 0.01% 519
2018
Q4 		$22K Hold
819
– – 0.01% 519
2018
Q3 		$24K Hold
819
– – 0.01% 550
2018
Q2 		$20K Hold
819
– – 0.01% 585
2018
Q1 		$21K Buy
819
+54
+7% +$1.59K 0.01% 554
2017
Q4 		$22K Hold
765
– – 0.01% 523
2017
Q3 		$24K Buy
+765
New +$23.8K 0.01% 478
2017
Q1 		– Sell
-3,000
Closed -$81K – 716
2016
Q4 		$81K Buy
+3,000
New +$78.1K 0.05% 160
2016
Q3 		– Sell
-512
Closed -$15K – 750
2016
Q2 		$15K Buy
+512
New +$16.8K 0.01% 394

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