Kelly Financial Services’s Sunoco SUN Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-14	Closed	-$796	–	670
2024 Q2	$796	Hold	14	–	–	﹤0.01%	671
2024 Q1	$835	Hold	14	–	–	﹤0.01%	691
2023 Q4	$819	Buy	14 +1	+8%	+$53	﹤0.01%	671
2023 Q3	$658	Hold	13	–	–	﹤0.01%	663
2023 Q2	$575	Hold	13	–	–	﹤0.01%	646
2023 Q1	$569	Hold	13	–	–	﹤0.01%	623
2022 Q4	$549	Buy	13 +1	+8%	+$42	﹤0.01%	600
2022 Q3	$487	Hold	12	–	–	﹤0.01%	614
2022 Q2	$456	Buy	+12	New	+$488	﹤0.01%	608

Other funds holding SUN

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Kelly Financial Services's SUN Position: Q3 2024 in Review

Kelly Financial Services sold out of Sunoco (SUN) in Q3 2024, closing a stake of 14 shares — an estimated $796 sold.

Kelly Financial Services first reported a position in SUN in Q2 2022 and held it in 9 quarters. The position peaked at $835 in Q1 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

Kelly Financial Services reported no remaining Sunoco position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 14 Sunoco shares in Q3 2024, an estimated $796.
Kelly Financial Services first reported a position in Sunoco in Q2 2022 and held it in 9 quarters.
Kelly Financial Services's Sunoco position peaked at $835 in Q1 2024.
274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.