MIAN
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Mariner Independent Advisor Network’s Sunoco SUN Stock Holding History

Mariner Independent Advisor Network’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
2022
Q1 		– Sell
-11,637
Closed -$478K – 529
2021
Q4 		$478K Sell
11,637
-411
-3% -$16.3K 0.02% 397
2021
Q3 		$450K Sell
12,048
-403
-3% -$15K 0.02% 410
2021
Q2 		$469K Sell
12,451
-189
-1% -$6.71K 0.02% 421
2021
Q1 		$402K Buy
+12,640
New +$395K 0.02% 385
2020
Q3 		– Sell
-10,108
Closed -$237K – 341
2020
Q2 		$237K Buy
+10,108
New +$235K 0.02% 308
2019
Q4 		– Sell
-12,265
Closed -$382K – 393
2019
Q3 		$382K Buy
12,265
+253
+2% +$8.06K 0.03% 336
2019
Q2 		$378K Buy
12,012
+250
+2% +$7.67K 0.03% 333
2019
Q1 		$369K Sell
11,762
-986
-8% -$29.4K 0.03% 326
2018
Q4 		$358K Buy
+12,748
New +$356K 0.03% 321

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return