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Principal Securities’s Sunoco SUN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-641
Closed -$32K – 3258
2025
Q3 		$32K Sell
641
-686
-52% -$35.7K ﹤0.01% 2182
2025
Q2 		$71.1K Buy
1,327
+823
+163% +$45.4K ﹤0.01% 1700
2025
Q1 		$25.9K Hold
504
– – ﹤0.01% 2074
2024
Q4 		$25.9K Sell
504
-194
-28% -$10.3K ﹤0.01% 2068
2024
Q3 		$37.4K Buy
698
+21
+3% +$1.14K ﹤0.01% 1814
2024
Q2 		$38.3K Buy
677
+224
+49% +$12.2K ﹤0.01% 1745
2024
Q1 		$27.3K Buy
453
+5
+1% +$302 ﹤0.01% 1854
2023
Q4 		$26.9K Buy
+448
New +$23.8K ﹤0.01% 1769

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return