MP
SUN icon

MSD Partners’s Sunoco SUN Stock Holding History

MSD Partners’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
-204,167
Closed -$4.98M – 41
2020
Q3 		$4.98M Buy
+204,167
New +$5.14M 1.04% 18
2019
Q1 		– Sell
-201,477
Closed -$5.48M – 32
2018
Q4 		$5.48M Sell
201,477
-103,523
-34% -$2.89M 0.48% 18
2018
Q3 		$9.01M Hold
305,000
– – 0.68% 27
2018
Q2 		$7.61M Buy
+305,000
New +$8.1M 0.33% 24

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

MSD Partners's SUN Position: Q4 2020 in Review

MSD Partners sold out of Sunoco (SUN) in Q4 2020, closing a stake of 204,167 shares — an estimated $4.98M sold.

MSD Partners first reported a position in SUN in Q2 2018 and held it in 4 quarters. The position peaked at $9.01M in Q3 2018. 132 funds tracked by Wall St. Rank hold SUN as of Q4 2020.

  • MSD Partners reported no remaining Sunoco position as of Q4 2020 after selling out during the quarter.
  • MSD Partners sold 204,167 Sunoco shares in Q4 2020, an estimated $4.98M.
  • MSD Partners first reported a position in Sunoco in Q2 2018 and held it in 4 quarters.
  • MSD Partners's Sunoco position peaked at $9.01M in Q3 2018.
  • 132 funds tracked by Wall St. Rank held Sunoco as of Q4 2020.

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