SNBOSD
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Security National Bank of So Dak’s Sunoco SUN Stock Holding History

Security National Bank of So Dak’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
2021
Q3 		– Sell
-7,000
Closed -$264K – 114
2021
Q2 		$264K Buy
+7,000
New +$248K 0.2% 82

Other funds holding SUN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Security National Bank of So Dak's SUN Position: Q3 2021 in Review

Security National Bank of So Dak sold out of Sunoco (SUN) in Q3 2021, closing a stake of 7,000 shares — an estimated $264K sold.

Security National Bank of So Dak first reported a position in SUN in Q2 2021 and held it in 1 quarter. The position peaked at $264K in Q2 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q3 2021.

  • Security National Bank of So Dak reported no remaining Sunoco position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of So Dak sold 7,000 Sunoco shares in Q3 2021, an estimated $264K.
  • Security National Bank of So Dak first reported a position in Sunoco in Q2 2021 and held it in 1 quarter.
  • Security National Bank of So Dak's Sunoco position peaked at $264K in Q2 2021.
  • 145 funds tracked by Wall St. Rank held Sunoco as of Q3 2021.

Based on Security National Bank of So Dak's 13F filing for Q3 2021, filed 16 Nov 2021.