All Terrain Financial Advisors’s Sun Communities SUI Stock Holding History

All Terrain Financial Advisors’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
2022 Q1	–	Sell	-1,039	Closed	-$218K	–	101
2021 Q4	$218K	Buy	+1,039	New	+$205K	0.09%	76
2021 Q2	–	Sell	-1,579	Closed	-$237K	–	96
2021 Q1	$237K	Hold	1,579	–	–	0.11%	67
2020 Q4	$240K	Hold	1,579	–	–	0.09%	71
2020 Q3	$222K	Hold	1,579	–	–	0.08%	78
2020 Q2	$214K	Buy	+1,579	New	+$210K	0.09%	81
2020 Q1	–	Sell	-1,579	Closed	-$237K	–	224
2019 Q4	$237K	Hold	1,579	–	–	0.08%	131
2019 Q3	$234K	Hold	1,579	–	–	0.08%	137
2019 Q2	$202K	Buy	+1,579	New	+$196K	0.07%	151
2018 Q1	–	Sell	-2,160	Closed	-$200K	–	278
2017 Q4	$200K	Buy	+2,160	New	+$198K	0.09%	163

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

All Terrain Financial Advisors's SUI Position: Q1 2022 in Review

All Terrain Financial Advisors sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 1,039 shares — an estimated $218K sold.

All Terrain Financial Advisors first reported a position in SUI in Q4 2017 and held it in 9 quarters. The position peaked at $240K in Q4 2020. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

All Terrain Financial Advisors reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
All Terrain Financial Advisors sold 1,039 Sun Communities shares in Q1 2022, an estimated $218K.
All Terrain Financial Advisors first reported a position in Sun Communities in Q4 2017 and held it in 9 quarters.
All Terrain Financial Advisors's Sun Communities position peaked at $240K in Q4 2020.
525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on All Terrain Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.