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NC
NewSquare Capital’s
Sunoco
SUN
Stock Holding History
NewSquare Capital’s Portfolio
SUN Stock Details
SUN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-300
Closed
-$13.2K
–
935
2023
Q1
$13.2K
Hold
300
–
–
﹤0.01%
319
2022
Q4
$12.9K
Buy
+300
New
+$12.7K
﹤0.01%
267
Other funds holding SUN
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Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Blackstone Inc
New York
$25.6B AUM
26.83%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BHC
Bowen Hanes & Co
Ponte Vedra Beach, Florida
$4.11B AUM
41.61%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
AAA
Adams Asset Advisors
Dallas, Texas
$882M AUM
42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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