SG Americas Securities’s Sunoco SUN Stock Holding History

SG Americas Securities’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
2018 Q1	–	Sell	-50,000	Closed	-$8K	–	3534
2017 Q4	$8K	Buy	+50,000	New	+$1.51M	﹤0.01%	3095
2017 Q1	–	Sell	-29,400	Closed	-$4K	–	3554
2016 Q4	$4K	Buy	+29,400	New	+$766K	﹤0.01%	3051

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

BHC

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

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

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

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities's SUN Position: Q1 2024 in Review

SG Americas Securities sold out of Sunoco (SUN) in Q1 2024, closing a stake of 3,538 shares — an estimated $212K sold.

SG Americas Securities first reported a position in SUN in Q3 2015 and held it in 22 quarters. The position peaked at $3.08M in Q3 2018. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

SG Americas Securities reported no remaining Sunoco position as of Q1 2024 after selling out during the quarter.
SG Americas Securities sold 3,538 Sunoco shares in Q1 2024, an estimated $212K.
SG Americas Securities first reported a position in Sunoco in Q3 2015 and held it in 22 quarters.
SG Americas Securities's Sunoco position peaked at $3.08M in Q3 2018.
211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on SG Americas Securities's 13F filing for Q1 2024, filed 6 May 2024.