RJA
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Raymond James & Associates’s Sunoco SUN Stock Holding History

Raymond James & Associates’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
Q4 		– Sell
-10,200
Closed -$2K – 3751
2019
Q3 		$2K Buy
+10,200
New +$325K ﹤0.01% 3594

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Raymond James & Associates's SUN Position: Q3 2024 in Review

Raymond James & Associates reduced its Sunoco (SUN) stake by 5.6% in Q3 2024, selling an estimated $240K and leaving 74,699 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Raymond James & Associates first reported a position in SUN in Q3 2015 and has held it in 37 quarters since. The position peaked at $5.13M in Q1 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

  • Raymond James & Associates held 74,699 shares of Sunoco worth $4.01M as of Q3 2024.
  • Raymond James & Associates sold 4,424 Sunoco shares in Q3 2024, an estimated $240K.
  • Sunoco made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1803 holding.
  • Raymond James & Associates first reported a position in Sunoco in Q3 2015 and has held it in 37 quarters since.
  • Raymond James & Associates's Sunoco position peaked at $5.13M in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.