Sandy Spring Bank’s Sunoco SUN Stock Holding History

Sandy Spring Bank’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 Q1	$627	Hold	11	–	–	﹤0.01%	1118
2024 Q4	$547	Buy	11 +1	+10%	+$53	﹤0.01%	1132
2024 Q3	$562	Hold	10	–	–	﹤0.01%	1117
2024 Q2	$583	Hold	10	–	–	﹤0.01%	1180
2024 Q1	$611	Buy	+10	New	+$605	﹤0.01%	1142

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Sandy Spring Bank's SUN Position: Q1 2025 in Review

Sandy Spring Bank held its Sunoco (SUN) position steady in Q1 2025 at 11 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Sandy Spring Bank first reported a position in SUN in Q1 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

Sandy Spring Bank held 11 shares of Sunoco worth $627 as of Q1 2025.
Sandy Spring Bank left its Sunoco share count unchanged in Q1 2025.
Sunoco made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1118 holding.
Sandy Spring Bank first reported a position in Sunoco in Q1 2024 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.