Legacy Advisors’s Sunoco SUN Stock Holding History

Legacy 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
2024 Q2	–	Sell	-10,000	Closed	-$603K	–	342
2024 Q1	$603K	Hold	10,000	–	–	0.08%	190
2023 Q4	$599K	Buy	10,000 +3,000	+43%	+$160K	0.08%	180
2023 Q3	$343K	Buy	+7,000	New	+$318K	0.06%	220

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

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

Legacy Advisors's SUN Position: Q2 2024 in Review

Legacy Advisors sold out of Sunoco (SUN) in Q2 2024, closing a stake of 10,000 shares — an estimated $603K sold.

Legacy Advisors first reported a position in SUN in Q3 2023 and held it in 3 quarters. The position peaked at $603K in Q1 2024. 273 funds tracked by Wall St. Rank hold SUN as of Q2 2024.

Legacy Advisors reported no remaining Sunoco position as of Q2 2024 after selling out during the quarter.
Legacy Advisors sold 10,000 Sunoco shares in Q2 2024, an estimated $603K.
Legacy Advisors first reported a position in Sunoco in Q3 2023 and held it in 3 quarters.
Legacy Advisors's Sunoco position peaked at $603K in Q1 2024.
273 funds tracked by Wall St. Rank held Sunoco as of Q2 2024.

Based on Legacy Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.