Money Concepts Capital’s Sunoco SUN Stock Holding History

Money Concepts Capital’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
2024 Q1	–	Sell	-5,000	Closed	-$300K	–	411
2023 Q4	$300K	Sell	5,000 -3,150	-39%	-$168K	0.03%	332
2023 Q3	$399K	Hold	8,150	–	–	0.04%	266
2023 Q2	$355K	Hold	8,150	–	–	0.04%	291
2023 Q1	$358K	Buy	8,150 +3,600	+79%	+$162K	0.02%	334
2022 Q4	$196K	Buy	4,550 +3,345	+278%	+$141K	0.01%	693
2022 Q3	$47K	Hold	1,205	–	–	﹤0.01%	722
2022 Q2	$45K	Sell	1,205 -2,279	-65%	-$92.7K	﹤0.01%	723
2022 Q1	$142K	Buy	+3,484	New	+$148K	0.01%	866

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

BHC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Money Concepts Capital's SUN Position: Q1 2024 in Review

Money Concepts Capital sold out of Sunoco (SUN) in Q1 2024, closing a stake of 5,000 shares — an estimated $300K sold.

Money Concepts Capital first reported a position in SUN in Q1 2022 and held it in 8 quarters. The position peaked at $399K in Q3 2023. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

Money Concepts Capital reported no remaining Sunoco position as of Q1 2024 after selling out during the quarter.
Money Concepts Capital sold 5,000 Sunoco shares in Q1 2024, an estimated $300K.
Money Concepts Capital first reported a position in Sunoco in Q1 2022 and held it in 8 quarters.
Money Concepts Capital's Sunoco position peaked at $399K in Q3 2023.
211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.