Advisor Group’s Sun Communities SUI Stock Holding History

Advisor Group’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.51M	Sell	10,033 -262	-3%	-$40.8K	0.01%	959
2019 Q3	$1.53M	Buy	10,295 +3,822	+59%	+$540K	0.01%	895
2019 Q2	$830K	Buy	6,473 +37	+0.6%	+$4.59K	0.01%	1251
2019 Q1	$764K	Buy	6,436 +3,069	+91%	+$341K	0.01%	1286
2018 Q4	$343K	Buy	3,367 +511	+18%	+$52.1K	﹤0.01%	1673
2018 Q3	$290K	Buy	2,856 +773	+37%	+$77.2K	﹤0.01%	1889
2018 Q2	$205K	Sell	2,083 -57	-3%	-$5.36K	﹤0.01%	1954
2018 Q1	$195K	Sell	2,140 -256	-11%	-$22.6K	﹤0.01%	1996
2017 Q4	$222K	Sell	2,396 -911	-28%	-$83.5K	﹤0.01%	1907
2017 Q3	$283K	Buy	3,307 +636	+24%	+$56.2K	﹤0.01%	1582
2017 Q2	$234K	Sell	2,671 -292	-10%	-$25K	﹤0.01%	1668
2017 Q1	$238K	Buy	2,963 +910	+44%	+$72.5K	﹤0.01%	1524
2016 Q4	$158K	Buy	2,053 +3	+0.1%	+$224	﹤0.01%	1737
2016 Q3	$161K	Buy	2,050 +66	+3%	+$5.12K	﹤0.01%	1678
2016 Q2	$150K	Buy	+1,984	New	+$140K	﹤0.01%	1661

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return