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Naples Money Management’s Sunoco SUN Stock Holding History

Naples Money 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
2024
Q3 		$15K Hold
280
– – 0.01% 147
2024
Q2 		$15.8K Hold
280
– – 0.01% 142
2024
Q1 		$16.9K Hold
280
– – 0.02% 150
2023
Q4 		$16.8K Buy
+280
New +$14.9K 0.02% 151

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Naples Money Management's SUN Position: Q3 2024 in Review

Naples Money Management held its Sunoco (SUN) position steady in Q3 2024 at 280 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #147.

Naples Money Management first reported a position in SUN in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.9K in Q1 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

  • Naples Money Management held 280 shares of Sunoco worth $15K as of Q3 2024.
  • Naples Money Management left its Sunoco share count unchanged in Q3 2024.
  • Sunoco made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #147 holding.
  • Naples Money Management first reported a position in Sunoco in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Sunoco position peaked at $16.9K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.