MAFM
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Mid Atlantic Financial Management’s Sunoco SUN Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$225K Sell
6,031
-686
-10% -$25.5K 0.02% 777
2021
Q2 		$253K Buy
+6,717
New +$238K 0.02% 742

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mid Atlantic Financial Management's SUN Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Sunoco (SUN) stake by 10% in Q3 2021, selling an estimated $25.5K and leaving 6,031 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #777.

Mid Atlantic Financial Management first reported a position in SUN in Q2 2021 and has held it in 2 quarters since. The position peaked at $253K in Q2 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q3 2021.

  • Mid Atlantic Financial Management held 6,031 shares of Sunoco worth $225K as of Q3 2021.
  • Mid Atlantic Financial Management sold 686 Sunoco shares in Q3 2021, an estimated $25.5K.
  • Sunoco made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #777 holding.
  • Mid Atlantic Financial Management first reported a position in Sunoco in Q2 2021 and has held it in 2 quarters since.
  • Mid Atlantic Financial Management's Sunoco position peaked at $253K in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Sunoco as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.