LifePlan Financial Group’s Sunoco SUN Stock Holding History

LifePlan Financial Group’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	$30K	Buy	1,249 +13	+1%	+$327	0.01%	294
2020 Q2	$28K	Buy	1,236 +436	+55%	+$10.1K	0.01%	299
2020 Q1	$13K	Hold	800	–	–	0.01%	373
2019 Q4	$24K	Sell	800 -400	-33%	-$12.6K	0.01%	328
2019 Q3	$38K	Hold	1,200	–	–	0.02%	275
2019 Q2	$38K	Hold	1,200	–	–	0.02%	272
2019 Q1	$37K	Hold	1,200	–	–	0.02%	280
2018 Q4	$33K	Hold	1,200	–	–	0.02%	279
2018 Q3	$35K	Hold	1,200	–	–	0.02%	278
2018 Q2	$30K	Buy	1,200 +400	+50%	+$10.6K	0.02%	288
2018 Q1	$20K	Buy	+800	New	+$23.6K	0.01%	320

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 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

LifePlan Financial Group's SUN Position: Q3 2020 in Review

LifePlan Financial Group increased its Sunoco (SUN) stake by 1.1% in Q3 2020, buying an estimated $327 and bringing the position to 1,249 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #294.

LifePlan Financial Group first reported a position in SUN in Q1 2018 and has held it in 11 quarters since. The position peaked at $38K in Q3 2019. 131 funds tracked by Wall St. Rank hold SUN as of Q3 2020.

LifePlan Financial Group held 1,249 shares of Sunoco worth $30K as of Q3 2020.
LifePlan Financial Group bought 13 Sunoco shares in Q3 2020, an estimated $327.
Sunoco made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #294 holding.
LifePlan Financial Group first reported a position in Sunoco in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Sunoco position peaked at $38K in Q3 2019.
131 funds tracked by Wall St. Rank held Sunoco as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.