MWNA
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Marshall Wace North America’s Sunoco SUN Stock Holding History

Marshall Wace North America’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
Q1 		– Sell
-24,124
Closed -$738K – 1583
2019
Q4 		$738K Buy
+24,124
New +$760K ﹤0.01% 760
2018
Q3 		– Sell
-20,835
Closed -$520K – 1348
2018
Q2 		$520K Buy
+20,835
New +$553K ﹤0.01% 1073
2018
Q1 		– Sell
-75,137
Closed -$2.13M – 1692
2017
Q4 		$2.13M Buy
+75,137
New +$2.27M 0.01% 826

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return