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AJO LP’s Sun Communities SUI Stock Holding History

AJO LP’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
2020
Q1 		– Sell
-33,757
Closed -$5.07M – 744
2019
Q4 		$5.07M Buy
33,757
+30,689
+1,000% +$4.78M 0.03% 289
2019
Q3 		$455K Sell
3,068
-9,249
-75% -$1.31M ﹤0.01% 496
2019
Q2 		$1.58M Buy
+12,317
New +$1.53M 0.01% 431
2019
Q1 		– Sell
-5,575
Closed -$567K – 737
2018
Q4 		$567K Sell
5,575
-24,769
-82% -$2.52M ﹤0.01% 560
2018
Q3 		$3.08M Buy
+30,344
New +$3.03M 0.01% 416
2017
Q4 		– Sell
-46,928
Closed -$4.02M – 653
2017
Q3 		$4.02M Sell
46,928
-54,987
-54% -$4.86M 0.02% 335
2017
Q2 		$8.94M Buy
101,915
+60,059
+143% +$5.15M 0.04% 228
2017
Q1 		$3.36M Sell
41,856
-6,428
-13% -$512K 0.01% 319
2016
Q4 		$3.7M Buy
+48,284
New +$3.61M 0.02% 299

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

AJO LP's SUI Position: Q1 2020 in Review

AJO LP sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 33,757 shares — an estimated $5.07M sold.

AJO LP first reported a position in SUI in Q4 2016 and held it in 9 quarters. The position peaked at $8.94M in Q2 2017. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • AJO LP reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • AJO LP sold 33,757 Sun Communities shares in Q1 2020, an estimated $5.07M.
  • AJO LP first reported a position in Sun Communities in Q4 2016 and held it in 9 quarters.
  • AJO LP's Sun Communities position peaked at $8.94M in Q2 2017.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on AJO LP's 13F filing for Q1 2020, filed 14 May 2020.