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Stonebridge Capital Advisors’s Sunoco SUN Stock Holding History

Stonebridge Capital 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
2021
Q4 		– Sell
-300
Closed -$11K – 1047
2021
Q3 		$11K Sell
300
-1,050
-78% -$39K ﹤0.01% 604
2021
Q2 		$44K Buy
1,350
+300
+29% +$10.6K ﹤0.01% 493
2021
Q1 		$33K Buy
+1,050
New +$32.8K ﹤0.01% 419
2020
Q3 		– Sell
-1,800
Closed -$41K – 646
2020
Q2 		$41K Hold
1,800
– – 0.01% 309
2020
Q1 		$28K Sell
1,800
-1,600
-47% -$42.9K 0.01% 335
2019
Q4 		$104K Buy
3,400
+1,500
+79% +$47.3K 0.02% 239
2019
Q3 		$60K Hold
1,900
– – 0.01% 296
2019
Q2 		$59K Buy
+1,900
New +$58.3K 0.01% 300

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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