Key Client Fiduciary Advisors’s Sunoco SUN Stock Holding History

Key Client Fiduciary Advisors’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
2023 Q4	–	Sell	-4,315	Closed	-$211K	–	176
2023 Q3	$211K	Buy	+4,315	New	+$196K	0.13%	155
2022 Q2	–	Sell	-9,690	Closed	-$396K	–	126
2022 Q1	$396K	Buy	9,690 +50	+0.5%	+$2.13K	0.31%	78
2021 Q4	$394K	Buy	+9,640	New	+$382K	0.33%	74

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 $39B AUM 18.55% 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

Jane Street New York $1.21T AUM 78.12% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MHI

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

Key Client Fiduciary Advisors's SUN Position: Q4 2023 in Review

Key Client Fiduciary Advisors sold out of Sunoco (SUN) in Q4 2023, closing a stake of 4,315 shares — an estimated $211K sold.

Key Client Fiduciary Advisors first reported a position in SUN in Q4 2021 and held it in 3 quarters. The position peaked at $396K in Q1 2022. 209 funds tracked by Wall St. Rank hold SUN as of Q4 2023.

Key Client Fiduciary Advisors reported no remaining Sunoco position as of Q4 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 4,315 Sunoco shares in Q4 2023, an estimated $211K.
Key Client Fiduciary Advisors first reported a position in Sunoco in Q4 2021 and held it in 3 quarters.
Key Client Fiduciary Advisors's Sunoco position peaked at $396K in Q1 2022.
209 funds tracked by Wall St. Rank held Sunoco as of Q4 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.