Winslow Evans & Crocker’s Sunoco SUN Stock Holding History

Winslow Evans & Crocker’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 Q4	$219K	Hold	7,600	–	–	0.04%	322
2020 Q3	$185K	Hold	7,600	–	–	0.05%	275
2020 Q2	$174K	Hold	7,600	–	–	0.05%	284
2020 Q1	$120K	Hold	7,600	–	–	0.04%	302
2019 Q4	$234K	Hold	7,600	–	–	0.06%	264
2019 Q3	$240K	Hold	7,600	–	–	0.07%	265
2019 Q2	$238K	Hold	7,600	–	–	0.07%	266
2019 Q1	$238K	Hold	7,600	–	–	0.07%	270
2018 Q4	$208K	Hold	7,600	–	–	0.07%	262
2018 Q3	$226K	Hold	7,600	–	–	0.07%	246
2018 Q2	$190K	Buy	+7,600	New	+$202K	0.06%	266

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's SUN Position: Q4 2020 in Review

Winslow Evans & Crocker held its Sunoco (SUN) position steady in Q4 2020 at 7,600 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #322.

Winslow Evans & Crocker first reported a position in SUN in Q2 2018 and has held it in 11 quarters since. The position peaked at $240K in Q3 2019. 132 funds tracked by Wall St. Rank hold SUN as of Q4 2020.

Winslow Evans & Crocker held 7,600 shares of Sunoco worth $219K as of Q4 2020.
Winslow Evans & Crocker left its Sunoco share count unchanged in Q4 2020.
Sunoco made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #322 holding.
Winslow Evans & Crocker first reported a position in Sunoco in Q2 2018 and has held it in 11 quarters since.
Winslow Evans & Crocker's Sunoco position peaked at $240K in Q3 2019.
132 funds tracked by Wall St. Rank held Sunoco as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.