Marshall Wace
SUN icon

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 – 2160
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's SUN Position: Q4 2020 in Review

Marshall Wace sold out of Sunoco (SUN) in Q4 2020, closing a stake of 34,784 shares — an estimated $848K sold.

Marshall Wace first reported a position in SUN in Q3 2015 and held it in 3 quarters. The position peaked at $5.38M in Q4 2019. 132 funds tracked by Wall St. Rank hold SUN as of Q4 2020.

  • Marshall Wace reported no remaining Sunoco position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace sold 34,784 Sunoco shares in Q4 2020, an estimated $848K.
  • Marshall Wace first reported a position in Sunoco in Q3 2015 and held it in 3 quarters.
  • Marshall Wace's Sunoco position peaked at $5.38M in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Sunoco as of Q4 2020.

Based on Marshall Wace's 13F filing for Q4 2020, filed 16 Feb 2021.