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Stone House Investment Management’s Sunoco SUN Stock Holding History

Stone House Investment Management’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
Q1 		– Sell
-95
Closed -$5.69K – 442
2023
Q4 		$5.69K Buy
95
+45
+90% +$2.39K ﹤0.01% 196
2023
Q3 		$2.44K Buy
50
+1
+2% +$45 ﹤0.01% 250
2023
Q2 		$2.13K Buy
49
+1
+2% +$44 ﹤0.01% 263
2023
Q1 		$2.11K Buy
+48
New +$2.16K ﹤0.01% 247

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stone House Investment Management's SUN Position: Q1 2024 in Review

Stone House Investment Management sold out of Sunoco (SUN) in Q1 2024, closing a stake of 95 shares — an estimated $5.69K sold.

Stone House Investment Management first reported a position in SUN in Q1 2023 and held it in 4 quarters. The position peaked at $5.69K in Q4 2023. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

  • Stone House Investment Management reported no remaining Sunoco position as of Q1 2024 after selling out during the quarter.
  • Stone House Investment Management sold 95 Sunoco shares in Q1 2024, an estimated $5.69K.
  • Stone House Investment Management first reported a position in Sunoco in Q1 2023 and held it in 4 quarters.
  • Stone House Investment Management's Sunoco position peaked at $5.69K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.