tru Independence’s Sunoco SUN Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-200	Closed	-$5K	–	789
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	707
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	604
2019 Q4	$3K	Buy	+200	New	+$6.3K	﹤0.01%	775

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

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

BHC

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

tru Independence's SUN Position: Q3 2020 in Review

tru Independence sold out of Sunoco (SUN) in Q3 2020, closing a stake of 200 shares — an estimated $5K sold.

tru Independence first reported a position in SUN in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 131 funds tracked by Wall St. Rank hold SUN as of Q3 2020.

tru Independence reported no remaining Sunoco position as of Q3 2020 after selling out during the quarter.
tru Independence sold 200 Sunoco shares in Q3 2020, an estimated $5K.
tru Independence first reported a position in Sunoco in Q4 2019 and held it in 3 quarters.
tru Independence's Sunoco position peaked at $5K in Q2 2020.
131 funds tracked by Wall St. Rank held Sunoco as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.