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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Mariner Independent Advisor Network's SUN Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of Sunoco (SUN) in Q1 2022, closing a stake of 11,637 shares — an estimated $478K sold.

Mariner Independent Advisor Network first reported a position in SUN in Q4 2018 and held it in 9 quarters. The position peaked at $478K in Q4 2021. 169 funds tracked by Wall St. Rank hold SUN as of Q1 2022.

Mariner Independent Advisor Network reported no remaining Sunoco position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,637 Sunoco shares in Q1 2022, an estimated $478K.
Mariner Independent Advisor Network first reported a position in Sunoco in Q4 2018 and held it in 9 quarters.
Mariner Independent Advisor Network's Sunoco position peaked at $478K in Q4 2021.
169 funds tracked by Wall St. Rank held Sunoco as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.