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SpiderRock Advisors’s Sunoco SUN Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$1.49M Hold
27,825
– – 0.02% 379
2024
Q2 		$1.57M Buy
+27,825
New +$1.52M 0.03% 319

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

SpiderRock Advisors's SUN Position: Q3 2024 in Review

SpiderRock Advisors held its Sunoco (SUN) position steady in Q3 2024 at 27,825 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #379.

SpiderRock Advisors first reported a position in SUN in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.57M in Q2 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

  • SpiderRock Advisors held 27,825 shares of Sunoco worth $1.49M as of Q3 2024.
  • SpiderRock Advisors left its Sunoco share count unchanged in Q3 2024.
  • Sunoco made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #379 holding.
  • SpiderRock Advisors first reported a position in Sunoco in Q2 2024 and has held it in 2 quarters since.
  • SpiderRock Advisors's Sunoco position peaked at $1.57M in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.