Outfitter Financial’s Sunoco SUN Stock Holding History

Outfitter Financial’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
2022 Q1	–	Sell	-350	Closed	-$14K	–	222
2021 Q4	$14K	Buy	+350	New	+$13.9K	0.01%	169

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Outfitter Financial's SUN Position: Q1 2022 in Review

Outfitter Financial sold out of Sunoco (SUN) in Q1 2022, closing a stake of 350 shares — an estimated $14K sold.

Outfitter Financial first reported a position in SUN in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 169 funds tracked by Wall St. Rank hold SUN as of Q1 2022.

Outfitter Financial reported no remaining Sunoco position as of Q1 2022 after selling out during the quarter.
Outfitter Financial sold 350 Sunoco shares in Q1 2022, an estimated $14K.
Outfitter Financial first reported a position in Sunoco in Q4 2021 and held it in 1 quarter.
Outfitter Financial's Sunoco position peaked at $14K in Q4 2021.
169 funds tracked by Wall St. Rank held Sunoco as of Q1 2022.

Based on Outfitter Financial's 13F filing for Q1 2022, filed 2 May 2022.