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Putnam Investments’s Sunoco SUN Stock Holding History

Putnam Investments’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
2019
Q1 		– Sell
-42,956
Closed -$1.17M – 956
2018
Q4 		$1.17M Sell
42,956
-78,875
-65% -$2.2M ﹤0.01% 724
2018
Q3 		$3.6M Buy
121,831
+61,131
+101% +$1.65M 0.01% 653
2018
Q2 		$1.51M Buy
+60,700
New +$1.61M ﹤0.01% 781

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Putnam Investments's SUN Position: Q1 2019 in Review

Putnam Investments sold out of Sunoco (SUN) in Q1 2019, closing a stake of 42,956 shares — an estimated $1.17M sold.

Putnam Investments first reported a position in SUN in Q2 2018 and held it in 3 quarters. The position peaked at $3.6M in Q3 2018. 123 funds tracked by Wall St. Rank hold SUN as of Q1 2019.

  • Putnam Investments reported no remaining Sunoco position as of Q1 2019 after selling out during the quarter.
  • Putnam Investments sold 42,956 Sunoco shares in Q1 2019, an estimated $1.17M.
  • Putnam Investments first reported a position in Sunoco in Q2 2018 and held it in 3 quarters.
  • Putnam Investments's Sunoco position peaked at $3.6M in Q3 2018.
  • 123 funds tracked by Wall St. Rank held Sunoco as of Q1 2019.

Based on Putnam Investments's 13F filing for Q1 2019, filed 15 May 2019.