Jim Simons
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Jim Simons’s Sunoco SUN Stock Holding History

Jim Simons’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
Q1 		– Sell
-16,393
Closed -$502K – 3776
2019
Q4 		$502K Buy
+16,393
New +$516K ﹤0.01% 2897
2019
Q3 		– Sell
-102,700
Closed -$3.21M – 3688
2019
Q2 		$3.21M Sell
102,700
-37,700
-27% -$1.16M ﹤0.01% 2079
2019
Q1 		$4.38M Buy
+140,400
New +$4.18M ﹤0.01% 1892
2018
Q4 		– Sell
-24,600
Closed -$727K – 3607
2018
Q3 		$727K Sell
24,600
-397,100
-94% -$10.7M ﹤0.01% 2736
2018
Q2 		$10.5M Buy
421,700
+93,875
+29% +$2.49M 0.01% 1317
2018
Q1 		$8.36M Buy
327,825
+26,675
+9% +$787K 0.01% 1476
2017
Q4 		$8.55M Buy
+301,150
New +$9.08M 0.01% 1475
2016
Q3 		– Sell
-181,200
Closed -$5.43M – 3487
2016
Q2 		$5.43M Buy
+181,200
New +$5.93M 0.01% 1555
2015
Q3 		– Sell
-13,400
Closed -$607K – 3352
2015
Q2 		$607K Sell
13,400
-47,064
-78% -$2.26M ﹤0.01% 2663
2015
Q1 		$3.1M Buy
+60,464
New +$3.06M 0.01% 1669
2014
Q3 		– Sell
-4,882
Closed -$229K – 2951
2014
Q2 		$229K Sell
4,882
-13,536
-73% -$577K ﹤0.01% 2547
2014
Q1 		$647K Buy
+18,418
New +$642K ﹤0.01% 2250

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Jim Simons's SUN Position: Q1 2020 in Review

Jim Simons sold out of Sunoco (SUN) in Q1 2020, closing a stake of 16,393 shares — an estimated $502K sold.

Jim Simons first reported a position in SUN in Q1 2014 and held it in 12 quarters. The position peaked at $10.5M in Q2 2018. 129 funds tracked by Wall St. Rank hold SUN as of Q1 2020.

  • Jim Simons reported no remaining Sunoco position as of Q1 2020 after selling out during the quarter.
  • Jim Simons sold 16,393 Sunoco shares in Q1 2020, an estimated $502K.
  • Jim Simons first reported a position in Sunoco in Q1 2014 and held it in 12 quarters.
  • Jim Simons's Sunoco position peaked at $10.5M in Q2 2018.
  • 129 funds tracked by Wall St. Rank held Sunoco as of Q1 2020.

Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.