Marshall Wace
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Marshall Wace’s Sunoco SUN Stock Holding History

Marshall Wace’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
Q4 		– Sell
-34,784
Closed -$848K – 2171
2020
Q3 		$848K Buy
+34,784
New +$876K 0.01% 1083
2020
Q1 		– Sell
-175,720
Closed -$5.38M – 2045
2019
Q4 		$5.38M Buy
+175,720
New +$5.54M 0.04% 507
2015
Q4 		– Sell
-13,522
Closed -$458K – 1118
2015
Q3 		$458K Buy
+13,522
New +$517K 0.01% 751

Other funds holding SUN

Invesco
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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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return