Plante Moran Financial Advisors’s Sunoco SUN Stock Holding History

Plante Moran Financial Advisors’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 Q3	–	Sell	-424	Closed	-$16K	–	1058
2022 Q2	$16K	Buy	+424	New	+$17.3K	﹤0.01%	518
2020 Q2	–	Sell	-5,000	Closed	-$78K	–	841
2020 Q1	$78K	Buy	+5,000	New	+$134K	0.04%	215
2014 Q3	–	Sell	-600	Closed	-$28K	–	847
2014 Q2	$28K	Buy	+600	New	+$25.6K	0.03%	328

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

BIM

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

Plante Moran Financial Advisors's SUN Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Sunoco (SUN) in Q3 2022, closing a stake of 424 shares — an estimated $16K sold.

Plante Moran Financial Advisors first reported a position in SUN in Q2 2014 and held it in 3 quarters. The position peaked at $78K in Q1 2020. 168 funds tracked by Wall St. Rank hold SUN as of Q3 2022.

Plante Moran Financial Advisors reported no remaining Sunoco position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 424 Sunoco shares in Q3 2022, an estimated $16K.
Plante Moran Financial Advisors first reported a position in Sunoco in Q2 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's Sunoco position peaked at $78K in Q1 2020.
168 funds tracked by Wall St. Rank held Sunoco as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.