Lincoln National Corp’s Sunoco SUN Stock Holding History

Lincoln National Corp’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	-24,163	Closed	-$1.46M	–	1009
2024 Q1	$1.46M	Buy	+24,163	New	+$1.46M	0.02%	405

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 $32.9B AUM 23.66% 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

Lincoln National Corp's SUN Position: Q2 2024 in Review

Lincoln National Corp sold out of Sunoco (SUN) in Q2 2024, closing a stake of 24,163 shares — an estimated $1.46M sold.

Lincoln National Corp first reported a position in SUN in Q1 2024 and held it in 1 quarter. The position peaked at $1.46M in Q1 2024. 273 funds tracked by Wall St. Rank hold SUN as of Q2 2024.

Lincoln National Corp reported no remaining Sunoco position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 24,163 Sunoco shares in Q2 2024, an estimated $1.46M.
Lincoln National Corp first reported a position in Sunoco in Q1 2024 and held it in 1 quarter.
Lincoln National Corp's Sunoco position peaked at $1.46M in Q1 2024.
273 funds tracked by Wall St. Rank held Sunoco as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.