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CASCADE INVESTMENT GROUP, INC. → SUN
CASCADE INVESTMENT GROUP, INC. SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 21.4K | — | — |
| Q2 2026 | $1.5M | 21.6K | — | — |
| Q1 2026 | $1.4M | 21.9K | — | — |
| Q4 2025 | $1.2M | 22.8K | — | — |
| Q3 2025 | $1.2M | 24.3K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M