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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 – 42
2020
Q3 		$4.98M Buy
+204,167
New +$5.14M 1.1% 18
2019
Q1 		– Sell
-201,477
Closed -$5.48M – 37
2018
Q4 		$5.48M Sell
201,477
-103,523
-34% -$2.89M 0.85% 18
2018
Q3 		$9.01M Hold
305,000
– – 1.52% 27
2018
Q2 		$7.61M Buy
+305,000
New +$8.1M 1.21% 24

Other funds holding SUN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
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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