QI
SUN icon

QS Investors’s Sunoco SUN Stock Holding History

QS Investors’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
2020
Q3 		– Sell
-1,454
Closed -$34K – 1508
2020
Q2 		$34K Hold
1,454
– – ﹤0.01% 1481
2020
Q1 		$23K Hold
1,454
– – ﹤0.01% 1471
2019
Q4 		$45K Hold
1,454
– – ﹤0.01% 1470
2019
Q3 		$46K Hold
1,454
– – ﹤0.01% 1485
2019
Q2 		$46K Hold
1,454
– – ﹤0.01% 1497
2019
Q1 		$46K Hold
1,454
– – ﹤0.01% 1508
2018
Q4 		$40K Buy
1,454
+131
+10% +$3.66K ﹤0.01% 1470
2018
Q3 		$39K Hold
1,323
– – ﹤0.01% 1502
2018
Q2 		$33K Buy
1,323
+365
+38% +$9.69K ﹤0.01% 1528
2018
Q1 		$24K Buy
958
+358
+60% +$10.6K ﹤0.01% 1527
2017
Q4 		$17K Buy
+600
New +$18.1K ﹤0.01% 1534

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

QS Investors's SUN Position: Q3 2020 in Review

QS Investors sold out of Sunoco (SUN) in Q3 2020, closing a stake of 1,454 shares — an estimated $34K sold.

QS Investors first reported a position in SUN in Q4 2017 and held it in 11 quarters. The position peaked at $46K in Q3 2019. 131 funds tracked by Wall St. Rank hold SUN as of Q3 2020.

  • QS Investors reported no remaining Sunoco position as of Q3 2020 after selling out during the quarter.
  • QS Investors sold 1,454 Sunoco shares in Q3 2020, an estimated $34K.
  • QS Investors first reported a position in Sunoco in Q4 2017 and held it in 11 quarters.
  • QS Investors's Sunoco position peaked at $46K in Q3 2019.
  • 131 funds tracked by Wall St. Rank held Sunoco as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.