StoneX Group’s Sunoco SUN Stock Holding History

StoneX Group’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 Q1	–	Sell	-8,733	Closed	-$251K	–	435
2020 Q4	$251K	Buy	8,733 +195	+2%	+$5.29K	0.06%	304
2020 Q3	$208K	Buy	+8,538	New	+$215K	0.07%	304

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

StoneX Group's SUN Position: Q1 2021 in Review

StoneX Group sold out of Sunoco (SUN) in Q1 2021, closing a stake of 8,733 shares — an estimated $251K sold.

StoneX Group first reported a position in SUN in Q3 2020 and held it in 2 quarters. The position peaked at $251K in Q4 2020. 132 funds tracked by Wall St. Rank hold SUN as of Q1 2021.

StoneX Group reported no remaining Sunoco position as of Q1 2021 after selling out during the quarter.
StoneX Group sold 8,733 Sunoco shares in Q1 2021, an estimated $251K.
StoneX Group first reported a position in Sunoco in Q3 2020 and held it in 2 quarters.
StoneX Group's Sunoco position peaked at $251K in Q4 2020.
132 funds tracked by Wall St. Rank held Sunoco as of Q1 2021.

Based on StoneX Group's 13F filing for Q1 2021, filed 23 Jun 2021.