Summit Securities Group’s Sunoco SUN Stock Holding History

Summit Securities 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
2022 Q2	–	Sell	-100	Closed	-$4K	–	1208
2022 Q1	$4K	Buy	+100	New	+$4.26K	﹤0.01%	1007

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

BHC

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Summit Securities Group's SUN Position: Q2 2022 in Review

Summit Securities Group sold out of Sunoco (SUN) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Summit Securities Group first reported a position in SUN in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 167 funds tracked by Wall St. Rank hold SUN as of Q2 2022.

Summit Securities Group reported no remaining Sunoco position as of Q2 2022 after selling out during the quarter.
Summit Securities Group sold 100 Sunoco shares in Q2 2022, an estimated $4K.
Summit Securities Group first reported a position in Sunoco in Q1 2022 and held it in 1 quarter.
Summit Securities Group's Sunoco position peaked at $4K in Q1 2022.
167 funds tracked by Wall St. Rank held Sunoco as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.