TCW Group’s Sunoco SUN Stock Holding History

TCW 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
2023 Q4	–	Sell	-26,421	Closed	-$1.29M	–	385
2023 Q3	$1.29M	Hold	26,421	–	–	0.02%	242
2023 Q2	$1.15M	Hold	26,421	–	–	0.01%	269
2023 Q1	$1.16M	Sell	26,421 -252	-0.9%	-$11.4K	0.01%	249
2022 Q4	$1.15M	Hold	26,673	–	–	0.02%	240
2022 Q3	$1.04M	Hold	26,673	–	–	0.02%	247
2022 Q2	$993K	Buy	26,673 +7,044	+36%	+$287K	0.01%	259
2022 Q1	$802K	Hold	19,629	–	–	0.01%	272
2021 Q4	$801K	Hold	19,629	–	–	0.01%	293
2021 Q3	$733K	Buy	+19,629	New	+$729K	﹤0.01%	308

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BHC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

TCW Group's SUN Position: Q4 2023 in Review

TCW Group sold out of Sunoco (SUN) in Q4 2023, closing a stake of 26,421 shares — an estimated $1.29M sold.

TCW Group first reported a position in SUN in Q3 2021 and held it in 9 quarters. The position peaked at $1.29M in Q3 2023. 209 funds tracked by Wall St. Rank hold SUN as of Q4 2023.

TCW Group reported no remaining Sunoco position as of Q4 2023 after selling out during the quarter.
TCW Group sold 26,421 Sunoco shares in Q4 2023, an estimated $1.29M.
TCW Group first reported a position in Sunoco in Q3 2021 and held it in 9 quarters.
TCW Group's Sunoco position peaked at $1.29M in Q3 2023.
209 funds tracked by Wall St. Rank held Sunoco as of Q4 2023.

Based on TCW Group's 13F filing for Q4 2023, filed 9 Feb 2024.