Romano Brothers & Co’s Sunoco SUN Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-500	Closed	-$21.6K	–	892
2022 Q4	$21.6K	Buy	+500	New	+$21.1K	﹤0.01%	604

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Romano Brothers & Co's SUN Position: Q1 2023 in Review

Romano Brothers & Co sold out of Sunoco (SUN) in Q1 2023, closing a stake of 500 shares — an estimated $21.6K sold.

Romano Brothers & Co first reported a position in SUN in Q4 2022 and held it in 1 quarter. The position peaked at $21.6K in Q4 2022. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

Romano Brothers & Co reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 500 Sunoco shares in Q1 2023, an estimated $21.6K.
Romano Brothers & Co first reported a position in Sunoco in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Sunoco position peaked at $21.6K in Q4 2022.
181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.