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AGF Investments LLC’s Sun Communities SUI Stock Holding History

AGF Investments LLC’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
2021
Q4 		– Sell
-3,204
Closed -$593K – 488
2021
Q3 		$593K Sell
3,204
-534
-14% -$103K 0.06% 161
2021
Q2 		$641K Sell
3,738
-394
-10% -$65.3K 0.07% 104
2021
Q1 		$620K Sell
4,132
-1,392
-25% -$206K 0.07% 181
2020
Q4 		$839K Sell
5,524
-3,847
-41% -$557K 0.1% 102
2020
Q3 		$1.32M Buy
9,371
+314
+3% +$45K 0.15% 136
2020
Q2 		$1.23M Buy
9,057
+4,096
+83% +$544K 0.12% 169
2020
Q1 		$619K Sell
4,961
-266
-5% -$40.2K 0.08% 219
2019
Q4 		$785K Buy
5,227
+2,083
+66% +$324K 0.15% 302
2019
Q3 		$467K Buy
3,144
+686
+28% +$96.9K 0.11% 249
2019
Q2 		$315K Buy
2,458
+350
+17% +$43.5K 0.07% 278
2019
Q1 		$250K Buy
2,108
+1,852
+723% +$206K 0.06% 188
2018
Q4 		$26K Buy
+256
New +$26.1K ﹤0.01% 504
2018
Q1 		– Sell
-224
Closed -$21K – 793
2017
Q4 		$21K Sell
224
-276
-55% -$25.3K ﹤0.01% 408
2017
Q3 		$44K Sell
500
-10
-2% -$884 0.01% 275
2017
Q2 		$45K Buy
510
+70
+16% +$6K 0.01% 298
2017
Q1 		$36K Sell
440
-140
-24% -$11.2K 0.01% 303
2016
Q4 		$45K Buy
+580
New +$43.4K 0.01% 318

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AGF Investments LLC's SUI Position: Q4 2021 in Review

AGF Investments LLC sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 3,204 shares — an estimated $593K sold.

AGF Investments LLC first reported a position in SUI in Q4 2016 and held it in 17 quarters. The position peaked at $1.32M in Q3 2020. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

  • AGF Investments LLC reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
  • AGF Investments LLC sold 3,204 Sun Communities shares in Q4 2021, an estimated $593K.
  • AGF Investments LLC first reported a position in Sun Communities in Q4 2016 and held it in 17 quarters.
  • AGF Investments LLC's Sun Communities position peaked at $1.32M in Q3 2020.
  • 526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on AGF Investments LLC's 13F filing for Q4 2021, filed 1 Feb 2022.